Overwhelmed by estate planning? Here’s where to begin, when to start planning, and how to make sure your plan actually works.

In this episode, estate planning attorney Jenny Rozelle shares what documents you need to protect your loved ones from unnecessary Stress and a legal mess. She explains why your age and assets don’t matter, how to simplify the process, and what you can do to avoid probate court. You’ll also hear cautionary tales of celebrity estate planning gone wrong and common misconceptions that could land your Family in court.

Topics discussed:

Introduction (00:00)

Jenny’s background and legal career (01:36)

Why you should start estate planning early (04:25)

Documents you need for your 18-year-old (06:53)

The advantages of organization and simplification (11:03)

The hard truth of being executor or trustee (13:22)

How to avoid probate court (15:09)

The role of family dynamics in estate planning (18:03)

Misconceptions about beneficiary designations (20:17) Tips to keep plans up to date (21:54)

Celebrity estate cautionary tales (23:46)

What holds people back from estate planning (26:28)

What brought you JOY today? (28:35)

Resources:

• Mitlin Financial: https://www.mitlinfinancial.com/
• The JOY and Productivity Journal by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/
• Download Your Free Copy of the Couple’s JOYful Money Guide: https://mitlin.us/CouplesJOY

Connect with Larry Sprung:

• LinkedIn: https://www.linkedin.com/in/lawrencesprung/
• Instagram: https://www.instagram.com/larry_sprung/
• Facebook: https://www.facebook.com/LawrenceDSprung/
• X (Twitter): https://x.com/Lawrence_Sprung

Connect with Jenny Rozelle: 

• Instagram: https://www.instagram.com/IndianaEstateElderLaw/
• Twitter/X: https://x.com/jennyrozelle/
• Facebook: https://www.facebook.com/IndianaEstateElderLaw/
• LinkedIn: https://www.linkedin.com/in/jenniferrozelle/
• Website: https://www.IndianaEstateElderLaw.com

About Our Guest:

Jennifer L. Rozelle (“Jenny”) is an Owner and Attorney at Indiana Estate & Elder Law. Since 2012, she has been assisting clients create all types of estate plans; be it for a young client with straight-forward needs, or an Elderly loved-one who may need guidance on protecting a nest egg from assisted living or Nursing home costs. Additionally, she helps clients in the areas of Medicaid, guardianship, special needs planning, probate, trust administration, and business/farm succession planning.

Jenny and her husband, Justin, live on their small farm in Indiana with their basset hound, Flossie, and polled shorthorn cattle. If not at home, Jenny is likely either at Hinkle Fieldhouse cheering for the Butler Bulldogs, spending time with her family and friends, or traveling.

Disclosure:

Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest’s content linked on this site.

This episode was produced by Podcast Boutique https://www.podcastboutique.com

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Larry Sprung Host Mitlin

Lawrence “Larry” Sprung, CFP® is a husband, father, entrepreneur and mental health advocate.

Larry is the author of the Amazon Bestselling book “Financial Planning Made Personal” and the also host of the Mitlin Money Mindset™ a podcast that reminds you to ask yourself “What did you do today that brought you joy?®”

In 2004 he founded Mitlin Financial, Inc. naming the firm memory of Larry’s wife’s grandfather, Mitchell, and his mother, Linda. During his career, Larry has found that a lot of industry terms and concepts can seem confusing to outsiders. That’s why he works with the families he serves to break down complex financial topics into easy-to-understand concepts.

In recognition of Larry’s significant contributions to his profession, he has received quite a few awards. In 2021, Larry was named to the Investopedia 100 Top Advisors in 2021 and was even more humbled to make their Top Ten list for 2022.

Outside the office, one of Larry’s greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees. With his wife, Denise, he has raised more than $1.7 million for the organization through the Keith Milano Memorial Fund. The fund was created in memory of his brother-in-law.

Larry values his family tremendously and his desire to do right by his wife and two sons drives who he is in and out of the office.