Lauren Klein
speaker
272 appearances
1 recordings
1 series
first heard Jan 2025
last heard Jan 2025
Lauren Klein’s voice in public audio — every appearance, attributed to the second.
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Appearances
And a lot of estate planning attorneys like us will do free consultations and just see, just kind of get a sense of what it is you might need to do.
And even if you don't do something about it now, at least have a game plan.
Maybe you'll set a reminder in six months or a year, hey, let's focus on this because we have seen way too many people try to DIY and it can cause issues either
accidental disinheritance or maybe just it wasn't effective or probate.
There's a lot of ways to avoid probate.
It doesn't even have to be a trust.
For a lot of our clients, especially if they either don't have children or their children are all adults, you can avoid probate with beneficiary designations like transfers on death or payable on death on bank or brokerage accounts.
In Florida, we have this really neat kind of deed called an enhanced life estate deed.
It's like a payable on death, but for real estate, not every state has it, but some other states do.
And it's really great because you can say in the deed, if something happens to me, my asset automatic, my home or my investment property automatically goes to this person.
And I love that planning technique.
There's some pitfalls that we have to walk through with the client, but I love that planning technique because it's
It's really economical and it's so effective.
It really does work.
So just kind of getting that understanding and talking to someone.
And then other easy things to do, legacy contacts on iPhone or Android or your social media, having all of your assets and your documents in some sort of digital vault to make sure that if something happens, your family, your loved ones know what you have and they know the passwords so they can get access to
You know, if you have crypto, they know, you know, how to how to access it and you don't lose, you know, lots of money or other assets.
And I think especially as the world becomes more digital, you have to be able to have everything in one place.
Yeah, all these questions are so good and they're so insightful because these are things that we do.
think about on a day-to-day basis.
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