What You Need to Know About Estate Planning, Part 2

Welcome back! In our last episode, Shaina Case, John Fritz, and Matt Kaufman kicked off a great conversation about what to expect during the estate-planning process and shared great insight on important elements to consider, ways to avoid probate, and more.

Today, Shaina, John, and Matt are back for part two, where they cover the risks of using a holographic will, explore the value of estate planning for businesses, and more. 

Listen in to find out:

  • What’s unique about a holographic will in Wyoming… (:14)
  • … and what major issues you could run into if you go that route, one of which comes from Shaina’s firsthand experience (1:20) 
  • The value of estate plans for business owners, especially in relation to federal estate taxes (4:30)
  • Special considerations we take when making estate plans related to significant wealth (6:44)
  • Ways our team approach to estate planning and wealth preservation benefits our clients (8:40)

You can learn more about our firm’s approach to estate planning and wealth preservation here.

What’s next? 

For future episodes, we’ll be inviting more members of the Hathaway & Kunz team to share their unique insights related to Wyoming’s legal landscape and the modern practice of law—and we look forward to sharing them with you. 

To be the first to know when our next episode goes live, follow us on Linkedin.