Mitlin Money Mindset
Estate Planning: How to Protect Your Assets, Avoid Court, and Save Money with Jenny Rozelle
Key Takeaways
- Why you should start estate planning early
- Documents you need for your 18-year-old
- The advantages of organization and simplification
- The hard truth of being executor or trustee
- How to avoid probate court
- The role of family dynamics in estate planning
- Misconceptions about beneficiary designations
- How to keep your plans up to date
- What holds people back from estate planning
Meet the Guest
Jenny Rozelle
Jennifer L. Rozelle (“Jenny”) is an Owner and Attorney at Indiana Estate & Elder Law. Since 2012, she has been assisting clients create all types of estate plans; be it for a young client with straight-forward needs, or an elderly loved-one who may need guidance on protecting a nest egg from assisted living or nursing home costs. Additionally, she helps clients in the areas of Medicaid, guardianship, special needs planning, probate, trust administration, and business/farm succession planning.
Jenny and her husband, Justin, live on their small farm in Indiana with their basset hound, Flossie, and polled shorthorn cattle. If not at home, Jenny is likely either at Hinkle Fieldhouse cheering for the Butler Bulldogs, spending time with her family and friends, or traveling.
Show Notes
Overwhelmed by estate planning? Here’s where to begin, when to start planning, and how to make sure your plan actually works.
In this episode, estate planning attorney Jenny Rozelle shares what documents you need to protect your loved ones from unnecessary stress and a legal mess. She explains why your age and assets don’t matter, how to simplify the process, and what you can do to avoid probate court. You’ll also hear cautionary tales of celebrity estate planning gone wrong and common misconceptions that could land your family in court.
Resources
Sending your child to college will always be emotional but are you financially ready?
Doing your taxes might not be enJOYable but being more organized can make the process less painful.
Will you be able to enJOY the Retirement you envision?
About the Podcast
Welcome to Mitlin Money Mindset®️! With your host, Larry Sprung, CFP®️, Founder and Wealth Advisor at Mitlin Financial Inc®️. With over 20 years of experience as an entrepreneur in the financial services industry, Larry thrives to help you achieve your goals while finding JOY in the journey.
Each week, he’ll go deep with engaging guests who provide tangible takeaways and a whole lot of JOY along the way. Here, we don’t just talk about money; we celebrate it as a catalyst for JOY and possibility. Whether you’re saving for the future, planning your next big adventure, or just looking to add some spark to your daily money management, you’re in the right place.
We hope you enJOY these conversations as much as Larry enJOYed having them. And remember to ask yourself, what did you do today that brought you joy?®️