In this episode, I speak with attorney Lorie Burch in part one of a two episode special, because what we’re talking about is such a big deal. As a realtor, I’ve had multiple transactions where a party had passed away and they either never had a will or that will was never probated, and we had to find people and jump through so many hoops, and it made things so much more difficult for everyone involved. This is where Lorie can help (though preferably before the inevitable comes).
Lorie shares her story about how lack of planning makes grief even worse. For Lorie, it’s a duty, to make the inevitable easier on those we leave behind. One of the biggest misconceptions is that it takes too much money to plan well. Listen in to learn all the arenas – from children to medical decisions, to property, business, and more – you need to know what’s necessary to position your family for the best possible outcomes.
Who you’re in business with matters! To get in contact with Lorie for all of your estate planning needs (and seriously, if you don’t have a will, contact her!), use any of the methods listed below, and be sure to check out the second part of the episode!
Lorie Burch: Burch Law
Lorie Burch: CYA Will
Facebook: Burch Law
The information contained, and the opinions expressed, in this article are not intended to be construed as investment advice. Robin McCoy Realty Group and Living in DFW does not guarantee or warrant the accuracy or completeness of the information or opinions contained herein. Nothing herein should be construed as investment advice. You should always conduct your own research and due diligence and obtain professional advice before making any investment decision. Robin McCoy Realty Group and Living in DFW will not be liable for any loss or damage caused by your reliance on the information or opinions contained herein.