What happens to your family, your business, and the people you love when you’re no longer here? In this episode, Attorney Tammi Caress shares why estate planning isn’t just about documents; it’s about the conversations, decisions, and people you choose long before they’re needed.
You’ll learn how to select the right people, why birth order is often the wrong reason to appoint someone, and how delays can become the most expensive mistake in estate administration. Tammi also walks through common pitfalls, the importance of properly funding a trust, when a corporate trustee makes sense, and the key questions she asks business owners to prevent surprises. Listen in for practical guidance to help ensure your spouse, children, and even your pets are protected and that your plan actually works when it matters most.
What You’ll Learn In Today’s Episode:
- Why estate planning is about people, not just paperwork.
- The biggest mistakes families make when appointing fiduciaries.
- Why birth order isn’t a strategy.
- How delays create unnecessary costs in estate administration.
- What conversations to have with your spouse now.
- How to choose a fast-acting, trustworthy fiduciary.
- When a corporate trustee may be the better option.
- How business owners should approach estate planning differently.
- How to avoid surprises after death.
Ideas Worth Sharing:
Resources In Today’s Episode:
- Tammi Caress: LinkedIn | Website
- APM Success YouTube
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