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.
Proactive Planner
Claim This Podcastby Michelle
5.0(1 reviews)
5 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
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.
Language
🇺🇲
Publishing Since
1/5/2023
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Recent Episodes
May 17, 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...
May 17, 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 ...
May 17, 2023
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 ...
5 total episodes available
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Frequently asked questions
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- What is Proactive Planner?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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