Securing Your Legacy: Understanding Wills and Estate Planning with Mark Gotlieb

31/05/2024 30 min

Listen "Securing Your Legacy: Understanding Wills and Estate Planning with Mark Gotlieb"

Episode Synopsis

John Perry interviews Mark Gotlieb, a Trust and Estate Attorney, about the importance of estate planning, specifically focusing on wills. They discuss the common misconceptions surrounding wills and the need for regular updates. They also highlight the importance of having a will to provide guidance to the court and ensure that assets are distributed according to the individual's wishes. The conversation touches on the significance of working with a professional in estate planning and the potential consequences of not having a will. The episode emphasizes the importance of comprehensive estate planning beyond just wills, including documents such as power of attorney, health care surrogate, and living will. The discussion concludes by acknowledging the demographic trends in South Florida and the increasing migration of people to the state.