In this episode, attorney Stephen Green sheds light on the implications of intestacy law and the potential pitfalls of passing away without a will (Like, 22 unexpected heirs showing up!). Through compelling real-life stories and practical insights, Stephen and Sherri dispel key myths about estate planning, inheritance, and preserving your legacy. Explore the best strategies for leaving property to heirs, understand the financial advantages of an estate plan during life and after death, and gain insights into choosing non-family beneficiaries. Whether you're concerned about protecting your assets, ensuring responsible beneficiaries, or safeguarding key financial benefits like Medicaid and special needs benefits, this episode offers essential knowledge to make informed decisions. It’s a must-listen!
Explore Probate Help on Sherri's Website: WillowWoodSolutions.com
WATCH ON YOUTUBE: https://youtu.be/F5VTD2rk8oU

Episode Chapters

0:00 Introducing Stephen Green
3:54 MYTH: Estate Planning Only Deals With Wealth Transfer
5:41 MYTH: Only The Rich Need Estate Planning
7:20 MYTH: When I Die, My Property Goes To My Kids
10:47 What is Estate in Simple Terms?
11:25 Practical Advice and Real-Life Lessons
13:20 The Texas Law That Brought In 22 Unexpected Heirs (TRUE STORY)
19:41 Protecting Inheritance: Irresponsible Heirs and Beneficiaries with Addiction or Felony Records
22:35 Protecting Special Needs, Medicaid, and Disability Benefits Through Trusts
27:10 Legal Guardianship, Power of Attorney, and Caregiver Plans
29:46 Can I DIY My Estate Plan? (STORY: My Mistake!)
33:10 Get Help With Your Texas Estate Plan: Contact Stephen Green
ABOUT STEPHEN:

Stephen Green, an accomplished attorney at Tyler and Maderer, specializes in estate planning and business law, with a focus on serving the elderly, individuals with special needs, and their families. He is dedicated to providing compassionate legal services and assisting clients with estate planning, including preserving government benefits like Medicaid and SSD. As a proud Houstonian and graduate of South Texas College of Law, Stephen actively contributes to his community and is involved with organizations like the Houston Hispanic Bar Association and The Greater Houston LULAC Council. With his expertise and empathy, Stephen is a trusted advisor in estate planning and preserving legacies.

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
Please consider kindly rating this show so others can find it!