#001 – Estate Planning 101

In this episode of the podcast, Estate Planning 101, Wills & Estates Lawyer Sarah Minter joins host Stefan to discuss the difference between creating a Will and completing an Estate Plan.

They discuss what documents might make up an estate plan and what the most important considerations for Estate Planning are, such as powers of attorney, complex wills, death benefit nominations, and tax consequences. They also touch on who should consider estate planning and the involvement of other professionals like accountants and financial advisors. The episode ends with a discussion of the most important consideration for those embarking on the estate planning process. This is a must-listen discussion for anyone seeking an overall understanding of the Estate Planning process.