A practical podcast for people ready to take action to day to live a more worry free life. Avoid an accidental legacy and be a proactive planner today.
Probate: The Hidden Gotchas and How to Avoid Them – PART TWO
On this episode, Attorney Michelle Wilson will be sharing her knowledge and experience with the Probate process. In this episode you will learn: How much does probate cost? Filing fees and attorney fees What is a replenishing retainer and how it works? More about the probate process – tax IDs, help with beneficiaries, paying debts When an attorney stops working on a probate estate What do executors do? An executor’s job explained Probate can be a tricky ...
17 May 2023
Estate Planning can be ROMANTIC? Yep!
Estate Planning can be ROMANTIC? Yep! EARN brownie points with a spouse or partner by writing a list of things your partner/spouse deserves if you’re gone. This week, Michelle sprinkles some Valentines Day spirit on the topic of Estate Planning. What?! How can you possibly romanticize kicking the bucket? Well, you can’t. But what you can do is start a loving conversation with your spouse about what they would need for their own wellbeing to deal with the loss of you. &nb...
17 May 2023
Probate: The Hidden Gotchas and How to Avoid Them – PART ONE
Probate: The Hidden Gotchas and How to Avoid Them – PART ONE. On this episode, Attorney Michelle Wilson will be sharing her knowledge and experience with the Probate process. In this episode you will learn: - Who gets your stuff if you do nothing - How long the Probate process takes now – post COVID. - Who are heirs and why do they matter? - The hearing about only a staple. - Does my Probate Judge have a curfew? Probate can be a tricky ...
20 Jan 2023
What To Do and What Not To Do When Someone Dies - Proactive Planner
What are the 3 things NOT TO DO and the 3 things TO DO when someone dies? Tune in to find out. You’ll also hear about what heirs are and how to figure out who your heirs are. The Proactive Planner Podcast is a podcast for people ready to take action today to live a more worry free life. Packed with practical tips anyone can use, this episode is perfect for those dealing with a recent loss of a loved one and wondering if they’ll need to face the probate process or wondering what to do first ...
5 Jan 2023
How Michelle Became An Attorney - The Origin Story Part 1 - Proactive Planner
What does being a Proactive Planner mean? Hear estate planning and elder law attorney, Michelle Wilson’s, answer to this question plus: How her decision to apply to law school started with a run in with the policeA crazy story (her Casa Blanca moment) – a real situation you definitely want to avoid for your own familyHow her hometown of Cumming, Georgia in Forsyth County has changed from the 1980s to now. And my one really good joke about death and dying. Please fast forward throu...
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