What My Mom’s Passing Taught Me About Planning Ahead
Update: 2025-10-07
Description
In a personal, reflective episode, Derick shares lessons from losing his mom to breast cancer and navigating probate without a will, trust, or updated beneficiaries. He explains how Florida homestead protections helped preserve the family home—and ultimately became a financial springboard—while highlighting practical steps every family can take now: name beneficiaries on all accounts, create a will or (better) a living trust, and communicate where documents live. Stephen connects the dots to real estate, reminding listeners that a home is often the largest asset and estate planning determines whether it becomes a burden or a blessing.
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