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.

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.

Next Steps 4 Seniors: Conversations on Aging with Wendy Jones

Aging isn’t easy - but it doesn’t have to be overwhelming. Each week, Wendy Jones offers real talk and expert advice to help you take the next steps before they become crisis steps. From navigating tough decisions to planning ahead, this podcast is your guide to aging with dignity, clarity, and confidence—so your next steps can be your best steps.

Learn more about Next Steps 4 Seniors, LLC at https://nextsteps4seniors.com

Next Steps 4 Seniors: Conversations on Aging with Wendy Jones
Aging isn&rsquo;t easy - but it doesn&rsquo;t have to be overwhelming. Each week, Wendy Jones offers real talk and expert advice to help you take the&nbsp;next steps before they become crisis steps. From navigating tough decisions to planning ahead, this podcast is your guide to aging with dignity, clarity, and confidence&mdash;so your next steps can be your best steps.
Learn more about Next Steps 4 Seniors, LLC at <a href="https://nextsteps4seniors.com">https://nextsteps4seniors.com</a>

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 everyone faces.

Aging well starts with a plan. Host Wendy Jones shares expert insights and real-life stories to help families, caregivers, and professionals take proactive steps—before a crisis hits.

 

 

Next Steps 4 Seniors: Conversations on Aging explores the tough aging topics no one talks about but everyone faces.
Aging well starts with a plan. Host Wendy Jones shares expert insights and real-life stories to help families, caregivers, and professionals take proactive steps&mdash;before a crisis hits.
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