In this episode, estate planning attorneys Mary Beth Melso, Sierra Weinkam, and Christina Miller (https://www.commonslaw.com/lawyers) demystify the estate planning process. They cover essential documents, what to expect in a meeting, and how clients can prepare effectively.KeywordsEstate Planning, Wills, Power of Attorney, Healthcare Directive, Probate, Fiduciary Roles, Estate Meeting PreparationTopic areasKey estate planning documents: will, healthcare directive, power of attorneyWhat to expect during an estate planning meetingHow to prepare and what to bring to your estate planning sessionDifferences between probate and non-probate assetsRoles of executor, trustee, and guardianTakeawaysMost estate plans include a will, healthcare directive, and power of attorney.Preparation involves reviewing assets, liabilities, and thinking about beneficiaries.Clients can bring documents or contact info, but it's not necessary as notes are taken.Estate planning meetings are designed to be informative and supportive.
27 Jun 2025
When to Revisit Your Estate Plan
Attorneys Stephanie Creech, Mary Beth Melso, and Katie Commons of Commons & Commons LLP examine the circumstances that warrant revisiting and updating an existing estate plan in this interview episode.
23 Apr 2025
Making Gifts to Children and Other Family Members
Katie Commons and Mary Beth Melso explore strategies for gifting assets to children and family members within comprehensive estate planning, offering insights into effective wealth transfer; this is not an interview.
23 Apr 2025
Should Probate be Avoided?
Katie Commons and Mary Beth Melso explore the advantages and disadvantages of structuring estate plans to bypass probate, offering listeners a clearer understanding of estate planning.
Podcast Authority Score: 6 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
12
Social presence
0
YouTube
0
Engagement
0
Contact Planning Matters
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Planning Matters
Who hosts Planning Matters?
Katie Commons and Mary Beth Melso host the show. Published by Commons and Commons LLP.
How often do new episodes come out?
The show publishes monthly, based on its RSS feed.
Does Planning Matters take guests?
The show does not typically feature guests, based on episode analyses.
Host of Planning Matters?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
