Life Events and Legal Readiness: Estate Planning Through Every Stage

Episode Summary:

Attorney Jamie Cuzmar discusses crucial estate planning considerations during major life transitions. Learn when to update your estate plan, understand the importance of beneficiary designations, and discover essential steps for protecting your assets and loved ones through different life stages.

 

Key Timestamps:

00:06 - Introduction and episode overview

00:53 - Key life events requiring estate plan updates

01:58 - Personal representative vs executor explained

02:39 - Marriage and divorce impact on estate plans

04:16 - Estate planning considerations for new parents

08:23 - Estate planning for major asset purchases

11:01 - Beneficiary designations and trust distributions

13:07 - Planning for incapacity and medical decisions

17:15 - Common estate planning oversights

18:09 - Comprehensive estate planning approach

 

About the Show:

"Wills, Estates, and What Comes Next" is a podcast where Florida families receive clear, compassionate guidance through estate planning and probate. The show makes complex legal topics understandable and manageable for everyone.