Next Steps 4 Seniors: Conversations on Aging with Wendy JonesNext Steps 4 Seniors: Conversations on Aging with Wendy Jones
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Probate: The Hidden Pitfalls of Not Planning Ahead

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In this episode of Next Steps 4 Seniors: Conversations on Aging, host Wendy Jones and estate planning attorney Mallory Kallabat discuss probate, estate planning, and strategies to avoid probate. They explain what probate is, its drawbacks, and the importance of early planning. The conversation covers the differences between wills and trusts, the necessity of properly funding trusts, and essential documents like powers of attorney. Mallory shares practical tips for choosing fiduciaries and using beneficiary designations. The episode emphasizes the value of pre-planning to protect loved ones and offers guidance for listeners seeking personalized estate planning advice.

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  1. Next Steps 4 Seniors: Conversations on Aging with Wendy Jones

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Next Steps 4 Seniors: Conversations on Aging with Wendy Jones

Next Steps 4 Seniors: Conversations on Aging explores the tough aging topics no one talks about but  
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