In this episode of The Mark You Leave, Alex Mejias and his colleagues Bri and Tariq from James River Law take a deep dive into one of the most important — and most misunderstood — topics in personal and business planning: estate planning.

They unpack what an estate plan actually includes, why it’s about more than just a will, and how to protect yourself, your loved ones, and your legacy — no matter your age or income level.

Whether you’re a creative, entrepreneur, or young professional, this episode breaks down essential estate planning tools like Wills, Trusts, and Powers of Attorney in a conversational, approachable way.

🧾 What You’ll Learn

· What an estate plan really is (and isn’t)

· Why a Will matters — even if you don’t own a home

· The role of Trusts in avoiding probate and protecting your assets

· What “incapacity” means and how Powers of Attorney work

· How a Living Will and Advance Medical Directive help make difficult medical decisions easier

· The difference between Will-based and Trust-based estate plans

· Why everyone — not just the wealthy — needs an estate plan

🗣️ Key Quotes

“A lot of people think estate planning is just about death — but really, it’s about life, and making sure you and your loved ones are cared for no matter what happens.” – Alex Mejias

“Trusts aren’t just for the rich. They’re tools for anyone who wants to save time, money, and stress for their family.” – Bri

“The biggest reason people finally create an estate plan? They’ve seen firsthand how hard it is when a loved one doesn’t have one.” – Tariq

Connect with Us:

• Website: jamesriverlaw.com
• Instagram: @jamesriverlaw
• LinkedIn: JamesRiverLaw
• Contact: [email protected]
• Book a Call: jamesriverlaw.com/book-a-call

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