Podcast Episodes

In this episode 7 of the 8 episode series Estate Planning Demystified, I talk about the final major piece of the estate planning puzzle: the Durable Power of Attorney.

Items covered in this episode include:

1. What is a Durable Power of Attorney?
2. What makes its “durable”?
3. Why would someone want a durable power of attorney?
4. How does a durable power of attorney relate to a guardianship proceeding through a court?

As always, if you want to contact me check out my website at www.shawnjroberts.com or email me directly at sjr@shawnjroberts.com

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Also available on your BlackBerry in the BlackBerry Podcast Store!

In this week’s “post-rapture” edition of Estate Planning Demystified (Episode number 5), I discuss one of the oldest and most well-know estate planning documents:

The Last Will and Testament

I cover some topics including:

1. Some history of the Will;

2. What a person can accomplish in a Will;

3. The things that you need to do to make the Will legal; and

4. A story about person making Will that they thought had them covered only for the surivors to find out that it did not work!

If you have any questions or comments about the Last Will and Testament or anything else, please email me at sjr@shawnjroberts.com or visit my website www.shawnjroberts.com

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This is Episode 4 of Estate Planning Demystified. In this episode, I discuss the Revocable Living Trust in more detail including:

There are any different terms used to describe the same thing: revocable trust, living trust, revocable living trust, family trust, A-B Trust. All terms essentially describe the same instrument:

A. The creation by a person of a legal vehicle, while alive;
B. that has a separate legal existence from the people who created it;
C. to hold property for the benefit of the people that created and other people who are called “beneficiaries”
D. where the people who create it generally maintain full control over it while they are alive

I also discuss some of the benefits of a Revocable Living Trust over a Will include: (1) elimination of the probate process; and (2) immediate and continuous access to assets and to cash flow.

Link to the Will vs. Trust Table

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If you want to leave me feedback or ask a question (both of which would be awesome to have), please send me an email at sjr@shawnjroberts.com.

This is Episode 1 of the Estate Planning Demystified Podcast.

I have been talking about doing a podcast for a long time. Recently, “talking” becomes “doing” and I shipped the product. I am excited to introduce my podcast series: Estate Planning Demystified.

This will be an 8-episode series in which I talk about what estate planning is, how it is used, what the tools are, and how it might impact you. The information on Episode I: The Introduction is below. You can watch the podcast right here, but I would appreciate it if you would subscribe to the podcast on iTunes.

The phrase “estate planning” is thrown around a lot, often without a solid understanding of what it means. I am an attorney who helps people plan their estates and in this podcast, I am going to provide a plain language explanation of estate planning, what it means and how it impacts you.

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If you want to leave me feedback or ask a question (both of which would be awesome to have), please send me an email at sjr@shawnjroberts.com.