Orthodontists, Protect Your Practice and Family: A Guide to Estate Planning w/ Trevor Kuresa

Boring old estate planning – ugh! Who wants to think about what happens after we kick the bucket? But, hey, let’s be real here: it’s important stuff. Your loved ones deserve to be taken care of and your wishes need to be respected.

But, fear not! We’ve got a podcast episode that will help you navigate this uncomfortable topic with ease. Our guest, Trevor Kuresa, is a dental attorney with a specialty in estate planning. And boy, does he know his stuff!

Trevor shares some juicy insights into estate planning that you won’t want to miss. He reveals the four documents that you absolutely need to have in your estate plan, and trust us, you don’t want to leave these out.

We’ll be honest, the most important of the four is the will – the document that outlines exactly how your assets will be distributed once you’ve left this mortal coil. But, that’s not all! Trevor also dishes on the biggest mistakes people make when it comes to estate planning. You don’t want to be caught out by these, do you?

So, if you’re ready to tackle estate planning head-on and get your affairs in order, join us for this must-listen episode! Trust us, it’s a conversation you won’t want to miss.

Key Takeaways

• Why a will matters (03:31)
• The process of probating a will (10:15)
• Why you need to avoid probate at all costs (11:14) 
• 3 ways to avoid probate (13:53)
• The biggest mistake when it comes to wills and trusts (26:54)
• Why you need a financial power of attorney (29:11)
• The medical power of attorney (35:20)
• The four estate planning documents you should have (38:11)

Additional Resources

🔹 Connect with Trevor Kuresa: https://hibiscuslegal.com/

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