Estate Talk Today with Attorney Denise Welter
Estate Talk Today is a podcast dedicated to demystifying the complexities of estate planning, wills, trusts, and probate. Hosted by Kevin Rosenquist, the show brings together legal experts, financial advisors, and industry professionals to provide listeners with practical advice and insights for securing their family’s future. Whether you’re navigating probate court, exploring the benefits of a trust, or simply looking to get started on your first will, Estate Talk Today offers clear guidance and real-life examples to make these essential topics approachable and actionable. Each episode is designed to empower listeners with the knowledge needed to make informed decisions about their estates.
Episodes
Monday Jan 27, 2025
Monday Jan 27, 2025
Episode SummaryIn this episode of Estate Talk, attorney Denise Welter simplifies the often daunting topic of probate in Florida. Together with host Kevin Rosenquist, Denise breaks down common myths about probate, the steps involved in the process, and what to expect when managing an estate. Learn about the differences between full administration and abbreviated administration, unique challenges in Florida probate law (like homestead exemptions), and tips to avoid costly mistakes. Whether you're an heir, a personal representative, or simply curious, this episode provides invaluable insights to demystify probate.
Timestamps:
[00:00–00:30] Introduction to the episode and probate overview
[00:31–01:26] What is probate and why do people fear it?
[01:27–03:15] Common misconceptions about probate
[03:16–04:30] Does having a will speed up probate?
[04:31–06:39] Overview of the probate process in Florida
[06:40–08:11] Handling creditor claims and deadlines
[08:12–09:48] Common delays in probate
[09:49–12:07] Unique aspects of Florida probate, like homestead laws
[12:08–14:08] What happens when someone dies without a will
[14:09–15:14] Managing out-of-state and international heirs
[15:15–17:04] Mistakes to avoid during probate
[17:05–17:45] Closing remarks
About The Show
Estate Talk is a podcast dedicated to simplifying the complexities of estate planning, probate, and elder law. Hosted by experienced attorneys, the show provides practical insights and expert advice to help listeners navigate legal processes, protect their assets, and secure their family's future. Each episode breaks down intricate topics like wills, trusts, probate, Medicaid planning, and more, with real-life examples and actionable tips. Whether you're planning your estate, managing a loved one's, or seeking guidance on elder care, Estate Talk delivers the knowledge you need to make informed decisions with confidence.
Monday Dec 30, 2024
Monday Dec 30, 2024
Episode SummaryIn this episode of Estate Talk Today, attorney Denise Welter joins host Kevin Rosenquist to demystify wills and estate planning. Denise discusses common myths about wills, explains legal requirements, and highlights the differences between wills and trusts. She emphasizes the importance of regularly updating your estate plan and provides advice for avoiding common pitfalls. Whether you're new to estate planning or looking to review your current plan, this episode offers valuable insights to help you secure your legacy.
Timestamps:[00:00–00:30] Introduction by Kevin Rosenquist and Denise Welter[00:31–01:05] Overview of wills and their significance[01:06–02:01] Common myths about wills and their implications[02:02–04:26] Why wills don't avoid probate and the importance of legal requirements[04:27–06:05] What wills cover versus other estate planning tools[06:06–07:52] Differences between wills and trusts[07:53–09:33] What happens when someone dies without a will[09:34–10:46] Importance of reviewing and updating your will regularly[10:47–11:49] Process of reviewing and updating wills or trusts[11:50–12:39] When to consider a trust over a will[12:40–14:28] Common mistakes in DIY wills and how to avoid them[14:29–15:38] Advice for hesitant individuals considering a will[15:39–16:08] Closing remarks and resources to connect with Denise Welter
About The ShowEstate Talk Today is a podcast dedicated to demystifying the complexities of estate planning, wills, trusts, and probate. Hosted by Kevin Rosenquist, the show brings together legal experts, financial advisors, and industry professionals to provide listeners with practical advice and insights for securing their family’s future. Whether you’re navigating probate court, exploring the benefits of a trust, or simply looking to get started on your first will, Estate Talk Today offers clear guidance and real-life examples to make these essential topics approachable and actionable. Each episode is designed to empower listeners with the knowledge needed to make informed decisions about their estates.