In this episode of Assets and Taxes, Kent Fitzpatrick sits down with attorney and founder of Legal Halp, Josh Halpern to break down everything you need to know about protecting your assets and securing your family’s future. They discuss why every family—regardless of wealth—needs an estate plan, the differences between wills and trusts, how to avoid probate, and upcoming estate tax changes that could impact your legacy.

(0:00) Intro

(0:51) Meet Josh Halpern

(4:42) Most Americans Don't Have An Estate Plan

(6:24) What Happens If You Pass Away Without An Estate Plan

(7:23) Why Estate Planning Isn't Only For The Wealthy

(8:00) The Difference Between Estate Tax & Probate

(11:45) How Often Should You Review Your Estate Plan

(12:50) How To Avoid The Probate Court

(15:28) Intestate vs. Testate

(16:30) Estate Plan Value System

(19:36) Elements of an Estate Plan

(22:32) Irrevocable Trust vs Revocable Trust

(25:00) How The Gift Tax and Estate Tax Works Together

(29:48) What Should You Do Now

(33:00) How Important Is A Revocable Trust

(34:20) Why The Younger Generation Needs To Consider Estate Planning

(37:25) Conclusion

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