DiscoverThe Clear Health Podcast007 - Protecting You and Your Loved Ones with Wills, Trusts and a Power of Attorney
007 - Protecting You and Your Loved Ones with Wills, Trusts and a Power of Attorney

007 - Protecting You and Your Loved Ones with Wills, Trusts and a Power of Attorney

Update: 2024-03-05
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My Clinic: https://www.clearhealthmedical.com REGISTER FOR AN UPCOMING ESTATE PLANNING WORKSHOP: www.chawlalegal.com Dinesh Chawla shares his journey of breaking away from the corporate legal system and transitioning to estate planning. He discovered Lawyers with Purpose, a national group focused on a client-centric approach and educating the public through workshops. We cover multiple interesting and useful topics including: the significance of powers of attorney for individuals over 18, the need for wills for parents of minor children, and the benefits of trusts in avoiding probate and maintaining control over assets. Listen in for the wild client story involving injury from a fish sandwich. Chapters 00:00 Breaking Away from the Corporate Legal System 02:55 Transitioning to Estate Planning 06:00 The Importance of Proper Estate Planning 08:56 Discovering Lawyers with Purpose 12:58 The Client-Centric Approach 19:59 Educating the Public through Workshops 23:02 The Importance of Powers of Attorney 26:00 Creating Wills for Parents of Minor Children 28:57 Understanding Trusts and Avoiding Probate 33:18 The Risks of Trusts and Beneficiaries 34:06 Creditor Protection and Divorce 36:36 The Importance of Estate Planning 37:32 Preventing Drastic Changes 38:38 Probate Assets and Business Ownership 39:19 Limitations of Beneficiary Designations 42:42 Guardianship and Conservatorship 43:52 The Role of a Guardian 49:39 The Emotional Weight of Guardianships 50:32 The Wild Client Story 57:20 Tailoring Plans to Individual Situations 01:01:03 Workshops and Education Social Media Connections Instagram Facebook YouTube YOU SHOULD CONSULT WITH YOUR DOCTOR FIRST BEFORE PURSUING ANY CHANGES TO YOUR HEALTH The Clear Health Podcast is for general informational purposes only and does not constitute the practice of medicine, nursing or other professional health care services, including the giving of medical advice, and no doctor/patient relationship is formed. The use of information on this podcast or materials linked from this podcast is at the user’s own risk. The content of this podcast is not intended to be a substitute for professional medical advice, diagnosis, or treatment. Users should not disregard or delay in obtaining medical advice for any medical condition they may have and should seek the assistance of their health care professionals for any such conditions.

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007 - Protecting You and Your Loved Ones with Wills, Trusts and a Power of Attorney

007 - Protecting You and Your Loved Ones with Wills, Trusts and a Power of Attorney

Tom Rountree DO