Navigating Estate Planning With Rose Harper Law

Business and Beyond: The Critical Need for Estate Planning

Episode Summary:
In this episode of "Leaving a Legacy," host Sophia Morales and estate planning expert Rose Harper discuss the critical importance of estate planning for business owners. They explore common mistakes, essential documents, and practical steps for protecting both business and personal assets. Rose provides valuable insights on wills, trusts, buy-sell agreements, and the importance of regular estate plan updates.
 
Timestamps:
00:00 - Show Introduction
00:24 - Why Estate Planning Matters for Business Owners
01:30 - Problems with Relying on Government Plans
03:17 - Common Estate Planning Mistakes
04:39 - Role of Wills and Trusts in Business Succession
06:08 - Understanding Buy-Sell Agreements
07:42 - Business vs Personal Assets in Estate Planning
08:47 - Importance of Regular Plan Updates
10:03 - Getting Started with Estate Planning
10:41 - What to Expect When Working with Rose Harper Law
 
About the Show:
"Leaving a Legacy: Navigating Estate Planning with Rose Harper Law" is a podcast dedicated to helping individuals and business owners understand the importance of estate planning. The show provides practical guidance and expert insights to help protect your assets and secure your legacy.

Understanding Wills vs. Trusts: Key Differences and What’s Right for Your Estate Plan

Episode Summary
In this episode of Leaving a Legacy, estate planning attorney Rose Harper breaks down the key differences between wills and trusts, helping you determine which option best suits your needs. Rose explains how probate can impact your estate, the advantages of trusts for business owners and parents, and why having a comprehensive estate plan is crucial. She also discusses the responsibilities of a trustee vs. an executor, the importance of properly funding a trust, and why many people benefit from having both a will and a trust.
Episode Timestamps
00:00 – Introduction
00:40 – Wills vs. Trusts: Key Differences
02:15 – The Probate Process and Its Challenges
03:06 – Factors to Consider When Choosing a Will or Trust
04:23 – How Assets Are Distributed Under a Will vs. a Trust
07:49 – The Real Cost of Probate and Why Trusts Can Save Time and Money
11:07 – When a Trust Is Better: Business Owners, Parents, and Complex Estates
13:08 – Responsibilities of a Trustee vs. an Executor
14:57 – Should You Have Both a Will and a Trust?
15:47 – Closing Thoughts & How to Connect with Rose Harper
About the Show
Leaving a Legacy – Navigating Estate Planning with Rose Harper Law is your go-to podcast for understanding the ins and outs of estate planning, wills, trusts, probate, and protecting your family's future. Hosted by leading estate planning attorney Rose Harper, each episode provides valuable insights to help you make informed decisions about your legacy.
 

Estate Planning for Parents: Protecting Your Children at Every Age

Episode Summary
In this episode of Leaving a Legacy: Navigating Estate Planning with Rose Harper Law, sits down with estate planning attorney Rose Harper to discuss the crucial steps parents should take to protect their children at every stage of life. They explore why estate planning is essential for parents of minor children, the importance of naming a guardian, and how trusts can help safeguard assets until children reach a responsible age. They also touch on estate planning for young adults, beneficiary considerations, and strategies for minimizing family conflicts.
Timestamps
00:00 – Introduction to Leaving a Legacy
00:05 – Welcome back, Rose Harper
00:24 – Why estate planning is crucial for parents of minor children
03:41 – The role of wills and naming guardians
06:47 – Why trusts are vital for financial security and asset protection
09:24 – Essential documents for a comprehensive estate plan
10:19 – How estate plans change when children turn 18
12:31 – Naming beneficiaries and managing large inheritances
13:50 – How parents should communicate estate plans to their children
14:46 – The reality of estate disputes and the importance of planning ahead
15:56 – Closing remarks and how to connect with Rose Harper Law
About the Show
Leaving a Legacy: Navigating Estate Planning with Rose Harper Law is a podcast dedicated to helping families and individuals create strong estate plans to secure their future. Hosted by estate planning attorney Rose Harper, each episode covers key legal and financial topics to ensure peace of mind and protection for loved ones.
 

Estate Planning 101: Why Everyone Needs A Plan No Matter Their Net Worth

Episode Summary
In this episode of Leaving a Legacy: Navigating Estate Planning with Rose Harper Law, host Kevin Rosenquist sits down with estate planning attorney Rose Harper to discuss Estate Planning 101. They break down common misconceptions, why estate planning is for everyone (not just the wealthy), and the key documents everyone should have in place. Rose also explains the differences between wills and trusts, how to minimize family conflict, and what happens when you don’t have an estate plan. Whether you're just starting to think about estate planning or need to update an existing plan, this episode is packed with essential information.
Timestamps
00:00 – Welcome to Leaving a Legacy
00:37 – Why estate planning is for everyone, not just the wealthy
02:50 – The key legal documents in an estate plan
04:45 – Wills vs. trusts: Which is right for you?
06:22 – How trusts can protect your assets and your heirs
08:18 – Common misconceptions about estate planning
10:36 – When and how often to update your estate plan
11:44 – What happens if you don’t have an estate plan?
14:01 – First steps to take when starting your estate planning journey
14:52 – How to connect with Rose Harper Law for guidance
About the Show
Leaving a Legacy: Navigating Estate Planning with Rose Harper Law is a podcast dedicated to making estate planning simple and accessible. Hosted by legal experts, each episode breaks down essential topics to help you protect your loved ones, minimize stress, and ensure your legacy is secure.