Building Your Legacy: Southern Arizona Estate Planning With Allison Manning
*Building Your Legacy: Southern Arizona Estate Planning With Allison Manning* is a podcast series that educates and empowers individuals on the intricacies of estate planning, ensuring a secure future for you and your loved ones.
Episodes
Episode Summary:
In this episode of Building Your Legacy: Southern Arizona Estate Planning, host Lisa Mosbey is joined by estate planning attorney Allison Manning to discuss the crucial topic of estate planning for aging parents. They explore why many families delay these important conversations and how adult children can approach the subject tactfully. Allison provides insights into essential documents such as living trusts, finan...
Episode Summary: In this episode of Building Your Legacy: Southern Arizona Estate Planning, host Lisa Mosbey is joined by estate planning attorney Allison Manning to discuss the increasing vulnerability of seniors to financial scams. They explore the sophisticated tactics scammers use, such as fake IRS calls and deed theft, and why older adults are particularly targeted. Allison shares practical legal strategies to safeguard assets...
Episode Summary: In this episode of Building Your Legacy: Southern Arizona Estate Planning, host Lisa Mosbey sits down with estate planning attorney Allison Manning to discuss the most frequent mistakes individuals make in estate planning and how to avoid them. Allison emphasizes the importance of timely planning and the risks associated with procrastination, such as incapacity or unexpected death. She highlights the significance o...
Episode Summary: In this episode of Building Your Legacy: Southern Arizona Estate Planning, host Lisa Mosbey is joined by attorney Allison Manning to discuss the critical steps in estate planning following a divorce or remarriage. Allison highlights the importance of revisiting estate documents to ensure that your current wishes are accurately reflected, particularly when it comes to updating beneficiary designations and healthcare...
Episode Summary:
In this episode of Building Your Legacy: Southern Arizona Estate Planning, host Sean O'Connor is joined by estate planning attorney Allison Manning to discuss the intricacies of guardianships and conservatorships in Arizona. Allison explains the differences between these two legal processes, detailing when each might be necessary and the scenarios that typically require them. They explore the legal procedures...
Episode Summary: In this episode of Building Your Legacy: Southern Arizona Estate Planning with attorney Allison Manning joins host Sean O'Connor to discuss the critical moments when an estate plan should be reviewed and updated. They explore the impact of major life events such as marriage, divorce, and the birth of a child on estate planning documents. Allison emphasizes the importance of reviewing your estate plan every two to t...
Episode Summary:
In this episode of Building Your Legacy, attorney Allison Manning discusses the critical aspects of estate planning for parents of minor children in Arizona. Co-hosted by Sean O'Connor, the episode delves into the importance of having a will to designate guardians for children and manage assets through trusts. Allison explains how a well-structured estate plan can ensure that children are raised in alignment with p...
Episode Summary:
In this episode of Building Your Legacy in Southern Arizona, host Sean O'Connor sits down with estate planning attorney Allison Manning to explore the intricacies of trust administration in Arizona. They delve into the differences between trust administration and probate, highlighting the privacy and efficiency benefits of trusts. Allison explains the responsibilities of a trustee, including securing assets, notify...
Episode Summary: In this episode of Building Your Legacy in Southern Arizona, attorney Allison Manning joins host Sean O'Connor to discuss the critical role of powers of attorney within estate planning. Manning explains the different types of powers of attorney, including financial and healthcare, and their importance in ensuring decisions can be made on behalf of an individual when they are unable to do so themselves. The conversa...
Episode Summary:
In this episode of Building Your Legacy in Southern Arizona, attorney Allison Manning joins host Sean O'Connor to demystify the probate process in Arizona. They explore what probate is, the types of assets involved, and the implications of dying without a will. Allison explains the differences between informal and formal probate, as well as supervised and unsupervised processes, highlighting the importance of havin...
Episode Summary:
Allison Manning discusses the importance of estate planning in reducing stress for loved ones after a loss. She emphasizes the significance of having a comprehensive estate plan readily available to eliminate the need for families to search through paperwork during difficult times.
Key Timestamps:
00:00 – Introduction to Building Your Legacy in Southern Arizona
00:45 – Why a Comprehensive Estate Plan Re...
Episode Summary: Allison Manning sheds light on Arizona's long-term care system, explaining how it differs from standard health insurance and what types of care it covers. Delving into misconceptions about long-term care funding, she emphasizes the importance of proper planning to navigate Medicaid eligibility effectively.
Key Timestamps: 00:00 – Introduction to Building Your Legacy in Southern Arizona 00:45 – Wha...
Episode Summary: In this episode, Attorney Allison Manning clarifies common misconceptions between trusts and wills. She explains the importance of privacy and control in estate planning, highlighting when trusts may offer more protection than wills. Discover the key factors to consider when deciding between trust options and gain valuable insights into estate planning strategies.
Key Timestamps: 00:00 – Introduction 00:01 &n...
Episode Summary: In this episode, attorney Allison Manning sheds light on the crucial elements of estate planning in Arizona. From the importance of wills and trusts to protecting assets from probate and long-term care costs, Allison provides valuable insights for listeners at any stage of life.
Key Timestamps: 00:00 – Introduction 00:01 – What Happens If You Die Without a Will in Arizona? 00:03 – Will vs. Trust &...
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