In this episode, we explore why having an estate plan is essential for everyone, not just the wealthy. Our expert guest, Oscar Vasquez, a seasoned estate planner with over 15 years of experience, shares invaluable insights and statistics revealing that 68% of American homeowners lack adequate estate planning.
As we transition through different life stages, especially in our 30s and 40s, our perspective on planning for the future naturally evolves. The conversation opens up about personal stories of navigating estate issues, including the complexities of caring for a child with special needs. Our host shares their journey of buying a first home and the realizations that come with it. This episode addresses common misconceptions about estate planning, emphasizes the need to protect not only financial assets but also our most valuable treasures: our children and loved ones. You'll learn practical tips for getting started, what to consider in your estate plan, and how to ensure your family is taken care of when you're no longer around.
Join us for a deep dive into the world of estate planning, packed with expert advice, relatable experiences, and actionable steps to secure your future and that of your loved ones. Whether you're a new homeowner or have been putting off your estate planning, this episode is a must-listen to help you make informed decisions and gain peace of mind.
Oscar’s Website:
https://estatedocprep.com/