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In this episode, Jennifer Johnson welcomes estate planning expert Mitch Bledsoe from Robinson & Lawing to dive deep into the often misunderstood world of wills and trusts. Together, they unravel the complexities surrounding these essential legal documents, providing clarity on why many people procrastinate on their estate planning. Mitch shares insights into the differences between wills and trusts, the common misconceptions surrounding trusts, and the unique situations where they might be beneficial, such as blended families or special needs planning. With real-life examples, including the intriguing case of celebrity pet trusts, listeners will gain a better understanding of how to safeguard their assets and ensure their wishes are honored after they’re gone. Whether you’re just starting to think about estate planning or looking to refine your existing plans, this episode is packed with valuable information that can help you make informed decisions for your family’s future.

To reach Jennifer Johnson at Three Magnolias Financial Advisors

[email protected]

(336) 701-1600

To reach Mitch Bledsoe at Robinson & Lawing

[email protected]

(336) 631-8500

The Triad Podcast Network is proudly sponsored by The Ginther Group Real Estate, Dewey's Bakery, and Three Magnolias Financial Advisors.

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754 episodes