Estate Planning 101: Wills, Trusts, and Protecting Your Legacy with Aaron Frankel

Описание: Estate planning isn’t just for the wealth, it’s for anyone who wants to protect their family, business, and assets. In this episode of Millennial Money Matters, Derek Mazzarella sits down with Aaron Frankel of Franklin & Frankel to simplify what most people get wrong about estate planning and explain how to make smart legal decisions before it’s too late.

We cover:

The essential estate planning documents everyone needs: will, trust, power of attorney, and healthcare proxy
How to choose the right executor and guardian for your children
What probate really is — and why you shouldn’t fear it
The difference between revocable and irrevocable trusts
Why every business owner needs an LLC and operating agreement
When to update your estate plan and how often to review it
The dangers of outdated beneficiaries on retirement accounts and life insurance
How to protect your home and assets from long-term care costs
Common mistakes that tear families apart after passing away
Why open communication about money and inheritance is the best legacy you can leave

Whether you’re a millennial just starting a family, a homeowner, or a business owner, this episode breaks down estate planning in plain English so you can protect your wealth and your loved ones with confidence.

Connect with Us:
LinkedIn:   / derekmazzarella  
Instagram:   / reels  
Facebook: https://www.facebook.com/people/Mille...


Reach out to Kelly Turner at [email protected] and Derek Mazzarella at [email protected]