Nightmares in Estate Planning

In March of 2024, I had the wonderful opportunity to speak on a podcast with my friend, Jon Braddock, owner of “My Life and Wishes.”

MyLifeandWishes.com is a service anyone can purchase or use.  But I provide this service to all of my clients.  It provides a secure location for estate planning documents, family information, key contacts, and account information that can become for the Trustee, as Jon puts it in his book, “Click Here When I Die.”

Jon is hosting a series of attorneys who will all share their nightmares in estate planning.  I spoke about two instances:  Dirty Deeds and Something’s Gone Missing.