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In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Senior Financial Advisor Shawna Theriault to discuss how taking the simplest step in estate planning, creating a will, can make a profound difference. While many assume estate planning is only for the ultra-wealthy, a will helps ensure your assets are distributed according to your wishes, reduces confusion, and eases the burden on your loved ones during an already difficult time.

Related Podcast Episodes:
- Ep 123: Estate Planning for Young Adults
- Ep 192: Estate Planning for Those that Travel Frequently or Live in Multiple States
- Ep 233: How Second Marriages and Blended Families Impact Estate Planning
- Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning?

Related YouTube Videos:

- Estate Tax Law Changes Coming in 2026
- Using an Online Estate Planning Service vs Using a Local Attorney

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

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This podcast was produced by Wiser Wealth Management. Thanks for listening!

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Chapters

1. Why Having a Will Matters (00:00:00)

2. What is a Will and Why It's Important (00:07:05)

3. Probate in Georgia vs. Other States (00:13:08)

4. Dying Without a Will: State Intestacy Laws (00:19:16)

5. What Happens with Debts After Death (00:23:42)

6. Life Changes and Estate Planning Updates (00:26:20)

316 episodes