Estate Planning 101 — The Binder & Child Protection Planning

Episode Summary:

In this inaugural episode, host Zofia Morales and estate planning attorney Brian Chew discuss the fundamentals of estate planning beyond just having documents in a binder. They explore why comprehensive estate planning is crucial for protecting families, especially those with minor children, and how to ensure plans are actually effective when needed.

 

Key Timestamps:

00:01 - Show Introduction

00:51 - What is the estate planning binder?

02:42 - Why estate planning is more than just having a will

05:33 - Child protection planning explained

10:31 - What happens without guardian nominations

15:06 - How estate planning helps families avoid court situations

18:50 - First steps to getting started with estate planning

 

About the Show:

Estate Planning Beyond the Binder breaks down essential information about protecting your loved ones and assets through effective estate planning. The show makes estate planning simple and doable for married couples, parents, homeowners, business owners, and anyone thinking about their future. Hosted by Zofia Morales with expert insights from Brian Chew, founder of OC Wills and Trust Attorneys.