Proactive Estate Planning: Steps to Take Through Aging and Mental Decline

The Probate Podcast

In this episode, Sherri interviews Adam Hundley from Your Legacy Legal Care, who has a wealth of estate planning knowledge in the context of aging and dementia diagnoses. Adam and Sherri share insights from their real-world experience on the difference proactive estate planning can make. Then, they share tips on how you can make it happen. From the initial consultation to the role of executors and trustees, Adam breaks down the estate planning process and all the key considerations to make along the way.

There's something new to learn every week, so make sure you subscribe, hit the like button, and save this video to a playlist. If you need help, hop over to https://willowwoodsolutions.com to contact Sherri Lund.

🌟 Tips for Being Proactive in Estate Planning:

1. Get a Head Start: Don't wait until you're old and gray to sort out your estate. Start early to ensure your wishes are legally protected.
2. Meet Your Estate Planning Pro: Book a sit-down with a trusted estate planning attorney. They'll help tailor a plan that fits your unique needs and goals.
3. Lay It All Out: Be totally transparent about your finances and personal stuff. The more info your pro has, the better they can help you.
4. Cover Your Bases: Consider setting up a will, trust, and powers of attorney. These tools let you choose who's in charge and where your stuff goes when you're gone.
5. Stay Updated: Life changes, laws change. Make sure your estate plan keeps up. Regular check-ins with your pro ensure everything's still on track.
6. Knowledge is Power: Educate yourself and your family about estate planning. Knowing the process and its importance can save a lot of stress down the line (for you and them!)

🤝 Contact Adam Hundley, Estate Planning Attorney and Certified Dementia Planner

Phone: [phone]

Website: https://YourLegacyLegalCare.com

Email: [e-mail]

🤝 Contact Sherri:

Sherri invites you to explore her toolbox of resources on the Willow Wood Solutions website and encourages you to reach out to her through the contact form. For direct assistance, call or text Sherri at [phone].

📍 Website: https://WillowWoodSolutions.com

📞 Contact: [phone]

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

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Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
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