Attorney John Morgan walks through the personal and family information needed when preparing an estate planning workbook for a will. The discussion covers spouses and children, marital history and citizenship, choosing executors and beneficiaries, coordinating advisors, planning for minor children and blended families, and avoiding mistakes with beneficiary designations and original wills.
Educational only. The Probate Nation® is an educational video library. Nothing in this episode is legal advice and watching does not create an attorney-client relationship. Always consult a licensed attorney about your specific situation.
In part two, attorneys Todd Spignardo and Kate Biggerstaff show young families how to prepare for an estate planning consultation by organizing information about family members, assets and intended inheritance timing. They discuss selecting guardians for minor children, deciding how and when children receive assets, updating plans after life changes, and checking property titles and beneficiary designations to ensure they match the estate plan.
Life EventsEstate Plan UpdatesInheritance PlanningWills
Attorneys Todd Spignardo and Kate Biggerstaff explain why even young families with modest assets should consider an estate plan. They discuss the risks of dying without a will, Virginia intestate succession, choosing guardians for minor children, coordinating wills and trusts with beneficiary designations, and preparing powers of attorney and advance medical directives. They also emphasize the importance of life insurance for parents.
Health Care Power of AttorneyWillsLife InsuranceRevocable Trusts
Estate Planning Workbook for Revocable Trusts – Parts 2
Attorneys Todd Spignardo and Dominique Braggs continue their revocable trust asset review, focusing on life insurance, retirement accounts, business interests and digital assets. They explain the importance of beneficiary designations, retirement-account tax treatment, operating-agreement transfer restrictions and proper trust funding, while also touching on access to online accounts and planning for pets and other specialized assets.
