Episode 20: Wills, Trusts & The Family Home: Estate Planning Every Homeowner Needs to Understand скачать в хорошем качестве

Episode 20: Wills, Trusts & The Family Home: Estate Planning Every Homeowner Needs to Understand

What really happens to your home if something unexpected happens to you? And why do so many families find out the hard way that “we’ll deal with it later” is not a plan? In this episode of Real People, Real Estate, Lindsay sits down with Ben Palkowski, attorney and CPA at Old Colony Law, to break down estate planning in plain English—no legal fluff, no scare tactics. We cover the questions homeowners and homebuyers ask all the time but rarely get clear answers to:• What estate planning actually is and why it matters even if you’re not “wealthy”• What happens to your home if you die without a plan• The probate process and how to avoid unnecessary delays and costs• The key documents every homeowner should have in place• When and how often your estate plan needs updating• Whether your home should be titled in a trust• How real estate ownership impacts taxes and legacy planning• The most common (and costly) estate planning mistakes• The single most important piece of advice Ben would give if he only had 10 minutes• How planning changes for business owners and commercial property owners. If you own a home, plan to buy one, or care about protecting your family and your legacy, this episode is a must-listen. Estate planning isn’t about being morbid—it’s about being prepared, thoughtful, and kind to the people you love. Real talk. Real guidance. Real estate—beyond the transaction.