Estates Made Simple
Welcome to the “Estates Made Simple” Podcast, hosted by Gordon VanderLeek, a licensed lawyer specializing in wills, estates and trusts, and Jenna Carvalho, an estate and trust consultant with over 10 years experience helping families secure their assets and plan for the future. We are a bi-weekly podcast that discusses the complicated and often confusing world of estate administration. Our goal is to provide you with the insight, knowledge and resources to help you navigate this complex process. Every episode we bring our unique perspective to provide listeners with unbiased information and practical tips to ensure success and mitigate risk. Even if you are not an executor, there will be topics of interest as you consider planning options for your own estate. Join us for helpful tips and important information on navigating estate administration so you can achieve peace of mind as an executor or administrator.
Estates Made Simple
What Can You Bequeath on Death
Summary:
In this episode, our hosts dive into the complex question of what individuals can bequeath upon their death. They break down the topic into three main categories: assets, remains, and dependents. Throughout the discussion, they provide valuable insights into the considerations individuals need to make when establishing a will and the responsibilities of executors in managing someone's affairs after their passing.
Key points:
- The importance of clarity in expressing wishes regarding organ or tissue donation in the will.
- Assets encompass a wide range of possessions, including bank accounts, real property, shares, genetic material, and digital assets.
- While the will can express preferences for guardianship, the court retains final authority, especially in contentious situations.
- Expressing detailed wishes in the will can help mitigate disputes among family members and provide clarity for executors and the court.
- Methods for communicating wishes include conversations with family, discussions with lawyers, and registration with government registries.
Hosts:
Jenna Carvalho
The smartest way to choose an executor.
Guardian Estate Company
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Gordon VanderLeek
Give your family a legacy of protection - Wills, Estates and Trusts.
VanderLeek Law
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