The Estate Blueprint: Planning Your Future with Tom Begley

Attorney Thomas D. Begley III addresses the unique challenges of estate planning for second marriages, focusing on balancing the needs of a new spouse with obligations to children from prior marriages. The episode explores common mistakes, such as improper beneficiary designations and poorly drafted wills, and provides solutions like marital trusts, life estates, and prenuptial agreements to ensure fair asset distri...

Attorney Thomas D. Begley III delves into the intricacies of guardianship, covering its application for minor children and incapacitated adults. The episode explains how to appoint guardians through a will for minors, the detailed court process for adults, the responsibilities of guardians, and less restrictive alternatives like conservatorships, providing essential guidance for protecting loved ones through thought...

Attorney Thomas D. Begley III discusses the importance of lifetime planning to complement a will in estate management. The episode explores the necessity of advanced medical directives and general durable powers of attorney to manage medical and financial decisions during incapacity, highlighting the risks of guardianship and the benefits of proactive planning to protect one’s wishes and well-being.

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Episode Summary: In this essential episode of The Estate Blueprint, elder law attorney Tom Begley shares insights on the most common mistakes people make with their estate plans—and how to avoid them. From improperly drafted powers of attorney to overlooking non-probate assets and missteps in blended families, Tom breaks down what families need to know to protect assets, maintain control, and prevent unintended consequences. Whethe...

Episode Summary: In this episode of The Estate Blueprint, elder law attorney Thomas Begley III discusses how families can plan for long-term care without depleting their life savings. From understanding the differences between skilled and custodial care, to breaking down Medicaid eligibility, to navigating the five-year lookback period, Tom shares essential legal strategies that help protect family assets and provide quality care. ...

Episode Summary:

In this episode of Estate Blueprint, host Kevin Rosenquist and estate planning attorney Tom Begley discuss the pros and cons of living trusts. They explore common misconceptions, when trusts are necessary, and how to determine if you really need one. Tom provides valuable insights on different types of trusts and common mistakes people make in trust planning.

Key Timestamps:

00:07 - Introduction and episode topic

Episode Summary:

In this inaugural episode of The Estate Blueprint, host Kevin Rosenquist and estate planning expert Tom Begley discuss the fundamentals of estate planning and probate. Tom shares his 35 years of experience, explaining the three core documents everyone needs regardless of age or wealth: a will, an advanced medical directive, and a general durable power of attorney. He also demystifies the probate process in New Jers...