Robert Brokamp
speaker
4,411 appearances
40 recordings
3 series
first heard Oct 2025
last heard 5d ago
Robert Brokamp’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 40 in all, peaking in Aug 2026 with 5.
Appearances
According to the Pew Research Center, less than a third of adults have a will, which of just just one aspect of estate planning.
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Um so let's start with the fundamentals.
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What's your definition of estate planning and what it entails?
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Yeah, and I love that part because estate planning isn't just a collection of documents.
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It's really a gift to your family.
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A thorough estate plan is going to save them time, money, hassle, maybe having to hire a lawyer, and really potential family strife.
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Because without an estate plan, what fills the void?
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Sometimes fights, disagreements, resentments.
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So it's important to do all that now so that when you are gone, your family.
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family has mostly pleasant memories and not family fights.
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Uh in this episode, we're going to cover some estate planning essentials at a pretty high level and then dig deeper into creating a document that will provide a roadmap to follow if something happens to you.
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And first I'm going to start with the standard advice that you really should see an experienced estate planning attorney in your state to actually do your plan because a lot of estate planning laws are very specific to each state.
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That said, I'm often a little reluctant to say that because then people think, well, I don't I can't do any estate planning until I get an attorney.
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But that's actually not true.
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You can get an awful lot done today, right after you're done listening to this episode without a lawyer's help.
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So Stephanie, tell us about how beneficiary designations as well as payable on death and transfer on death designations can do a lot of the heavy lifting when it comes to estate planning.
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Life insurance policies to that as well, something that you put the beneficiary designation on.
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And when you think of the accounts and assets that you own, this pretty much takes care of most of the net worth for a lot of Americans.
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And you mentioned probate, um, which is the legal process that takes place after someone dies.
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It involves all kinds of steps, proving in court that a will is valid, identifying and inventorying the person's property, maybe.
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Showing 341–360 of 4,411 · page 18 of 221
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