Successful Generations

The estate planning process can seem a little daunting. Having gone through the process, I remember walking into my lawyer’s office and not having a clue what was going to happen— much less how much it would cost. In this episode, with my younger pre-estate planning self in mind, I interview Susie Meyers who is an estate planning attorney with Warner Norcross & Judd LLP. Susie gives real, practical and actionable advice on why you should have an estate plan, and what you can do to prepare to save yourself a few dollars in the process.   Topics discussed in this episode:   About Susie Meyers (2:11) What is estate planning? (4:15) Why do I need an estate plan? (??) What does the first meeting look like? How can I prepare? (14:00) How do I find an attorney? (19:00) Do I bring my spouse? (21:30) The process (~25:00) Role of the advisor (31:30) Resources (~35:55) At the very least: Have a Durable Power of Attorney (36:15) Bonus Questions (38:00)   At a Glance—The Estate Planning Process: Meet with your esta