Planning your estate is a meaningful decision, and our attorneys are here to guide you through it with these insightful recordings. Join Steve Waltar and Andrea Lee as they share essential knowledge to help you secure your legacy and build a strong financial foundation for your loved ones.
Financial Wellness: Who Do You Trust?
Steve Waltar discusses the importance of selecting people to represent you financially.
Financial Wellness: Family Meeting
Steve Waltar talks about communicating your wishes to your family members.
Financial Wellness: Investing Rules
Steve Waltar discusses what you should know to prepare your estate financially.
Financial Wellness: Wills and Trusts
Are you prepared for the future? Steve Waltar talks about the critical documents you should have in place.
Nuts and Bolts of Living Trusts
Why setup a living trust? Steve Waltar explains what you should know.
Living Trusts and Trustees
Steve Waltar focuses on trustees in the estate planning process and what they do.
Living Trusts and Trustors
Steve Waltar talks about who does what when it comes to your living trust.
Benefits of a Living Trust
Steve Waltar shares helpful insights on why you will need a living trust as part of your estate plan.
How Legal Documents Work Together to Help You
Andrea Lee talks about how all of the legal documents you need fit together and work to help you.
Incapacity: Everything You Need to Know
Andrea Lee shares the issues that people face with regard to incapacity.
Everything You Need to Know About Probate
Steve Waltar discusses everything you need to know about this costly and public process.
The Trouble With Joint Tenancy: Estate Planning
Steve Waltar talks about the troubles involved with joint tenancy when planning your estate.
Your State Does It If You Won’t: Estate Planning
Did you know that your state has a plan for you if you don’t? Steve Waltar shares the details.
Guarantee Your Wishes Are Honored
Steve Waltar shares helpful info on how to ensure your wishes are honored in the manner you choose.
Family Caregiver Tips: Legal Documents You Need
Andrea Lee shares the legal documents unpaid family caregivers need to have in place.
Overlooked Legal Documents You Need to File
Andrea Lee discusses the most overlooked documents you need to file in your estate plan.
Why Choose a Healthcare Power of Attorney
Andrea Lee discusses this important and often overlooked document.
Why You Need to Grant Powers of Attorney
Andrea Lee shares information on aging gracefully in a situation you like.
Leave a Lasting Legacy: Estate Planning
Learn what it takes to leave a lasting legacy and what that means.
How to Decide: A Will or a Trust?
Do you know the difference between a Will or a Trust?
How to Choose Beneficiaries
Steve Waltar talks about selecting your beneficiaries.
More About Estate Planning
Steve Waltar shares insights on trusts why having a will or trust is essential.
The Value of Trusts
“Don’t put your trust in money, put your money in trust.”
The Importance of Estate Planning
Steve Waltar shares insights on why having an estate plan is essential.
What is Estate Planning?
Steve Waltar talks about what you should know about estate planning.
