Probate: The Hidden Pitfalls of Not Planning Ahead
Podcasts > Next Steps 4 Seniors: Conversations on Aging with Wendy Jones
Next Steps 4 Seniors: Conversations on Aging with Wendy Jones
Aging isn’t easy - but it doesn’t have to be overwhelming. Each week, Wendy Jones offers real talk and expert advice to help you take the next steps before they become crisis steps. From navigating tough decisions to planning ahead, this podcast is your guide to aging with dignity, clarity, and confidence—so your next steps can be your best steps.
Learn more about Next Steps 4 Seniors, LLC at https://nextsteps4seniors.com
Tuesday, January 6, 2026
In this episode of Next Steps 4 Seniors: Conversations on Aging, host Wendy Jones and estate planning attorney Mallory Kallabat discuss probate, estate planning, and strategies to avoid probate. They explain what probate is, its drawbacks, and the importance of early planning. The conversation covers the differences between wills and trusts, the necessity of properly funding trusts, and essential documents like powers of attorney. Mallory shares practical tips for choosing fiduciaries and using beneficiary designations. The episode emphasizes the value of pre-planning to protect loved ones and offers guidance for listeners seeking personalized estate planning advice.
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