Listen "Wills vs. Trusts: Clearing Up the Confusion"
Episode Synopsis
In today’s episode, I sit down with Harold Bollaci, a seasoned trust and estates attorney with over 24 years of experience helping families navigate one of life’s most sensitive topics: planning for the future. Harold shares his journey from real estate law into estate planning and explains how patience, compassion, and understanding are critical when working with seniors and their families.Throughout our conversation, Harold sheds light on the complexities of wills, trusts, and estate planning, including how emotions often shape decisions, why organization is a priceless gift to your loved ones, and how to avoid costly mistakes that can delay or even derail the process. His insights are practical, compassionate, and deeply rooted in years of real-world experience.5 Key TakeawaysPatience and compassion are essential in estate planning. Harold explains why emotional intelligence is often more valuable than legal sharpness when working with families.Executor decisions often spark conflict. Emotions and sibling rivalries frequently make this role one of the most contested parts of estate planning.Trusts aren’t just for the wealthy. They can protect homes, avoid probate, and ensure smooth transitions for everyday families.Beneficiary designations matter. Outdated policies or accounts can override wills, leading to unintended outcomes.Organization is the ultimate gift. Keeping records, updating documents, and clearly communicating plans saves families stress, money, and years of delay.Links & ResourcesWebsite: https://bollacilaw.com/ LinkedIn: https://www.linkedin.com/in/harold-bollaci-7a04191/ Call Harold: (516) 538-9700Leave The Key Homebuyers: (631) 388-7771Leave The Key website: leavethekey.com/seniors Final ThoughtsIf this conversation with Harold Bollaci was as inspiring to you as it was to us, please take a moment to subscribe, review, and share this podcast. Harold reminded us that estate planning isn’t just about money - it’s about compassion, communication, and leaving a legacy of order rather than confusion.By staying organized, updating documents, and making thoughtful choices, we can protect our families from unnecessary stress and conflict. Harold’s insights are a powerful reminder that the greatest gift we can leave behind is peace of mind for the people we love most.
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