Avoiding Probate Pitfalls: Strategies for Real Estate Success

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Real Estate Roundtable

Lancelot Lenard

65 episodes

5 days ago

Sir Lancelot's “Real Estate Roundtable”, where every discussion is a knight in shining armor for your real estate journey! Join Sir Lancelot, the trilingual master of English, Hungarian, and Swedish, as he leads the charge in unraveling the mysteries of real estate. From polishing seller strategies to staging your home like royalty, we delve into every facet of the realm of real estate. Discover the secrets of mortgage mastery, navigate the labyrinth of rules and regulations, and uncover the treasures hidden in every corner of Central East Florida. Daytona Beach to Cocoa Beach, to Lake County

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Avoiding Probate Pitfalls: Strategies for Real Estate Success - EP 61

Real Estate Roundtable

1 hour 31 seconds

1 month ago

Avoiding Probate Pitfalls: Strategies for Real Estate Success - EP 61

🚀 In this episode of The Real Estate Roundtable, host Lancelot Lenard welcomes Lauren Alexis Klein, Esq., co-founder and CEO of Flourish Law Group. Lauren brings over a decade of experience in estate planning, elder law, and tax strategy. She reveals how poor planning can turn love into lawsuits, why probate is so costly, and how trusts and wills safeguard families for generations. From shocking real-life cases to preventative strategies, this conversation is packed with lessons every homeowner, investor, and family should hear.

🎧 Hosted by: Lancelot Lenard

👤 Guest: 🏡 Lauren Alexis Klein, Esq. – Co-founder & CEO, Flourish Law GroupLauren Alexis Klein, Esq., LL.M. is the co-founder and CEO of Flourish Law Group, a boutique estate planning and elder law firm serving clients across Fort Lauderdale and St. Petersburg. With more than 11 years of experience in estate and tax planning, Lauren creates customized wills, trusts, probate strategies, and Medicaid solutions. Her mission: to help families—from the middle class to the ultra-wealthy—secure their legacies and protect their future through thoughtful legal planning.

💡 What You’ll Learn:

✔️ Why estate planning matters for every family, not just the wealthy

✔️ The true costs and risks of probate

✔️ Shocking real-life stories of family disputes and hidden debts

✔️ How trusts can protect assets and control distributions

✔️ Creative strategies to avoid family conflict and safeguard legacies

✔️ The biggest myths about wills and trusts

✔️ Key steps to start protecting your family today

🎵 Whether you’re a homeowner, investor, or realtor, this episode gives you the tools to protect your legacy and avoid costly mistakes.

💼 Connect with Lauren Alexis Klein:

🌐 Website → https://www.laurenalexisklein.com/

📸 Instagram → https://www.instagram.com/lauren_alexis_klein

▶️ YouTube → https://www.youtube.com/@lawyerlaurenklein

🎙 Follow Lancelot Leonard – The Real Estate Round Table:

📘 Facebook → https://www.facebook.com/RealtorLancelot

📷 Instagram → https://www.instagram.com/thesirlancelotgroup/

🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

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