What is "estate planning," and why is it important?

Join Jen Julius as she interviews Lorilee DeSantis about what estate planning is, and why it’s important. Lorilee will share her knowledge and passion for proper estate planning, including: -What estate planning is and how it works -What happens if you don’t do proper planning -Who should have an estate plan This interview will help business owners, employees, and stay-at-home parents understand critical information about how estate planning relates to protecting both a person’s assets and their children when an individual passes away. Lorilee DeSantis is an attorney who has dedicated herself to helping families protect their loved ones and their assets. Lorilee has educated many families in Sonoma County about their legal options when it comes to planning for the inevitable – death. Lorilee believes it is critical for people to have a proper estate plan in order to (1) save potentially thousands of dollars in unnecessary probate costs, (2) avoid subjecting loved ones to the stress and headaches which come with the probate process, (3) proactively determine who will receive assets as beneficiaries, and (4) structure gifts to children so that they can receive money for things like education without giving them unrestricted access to money to spend unwisely. Through the estate planning process, Lorilee empowers her clients to live well-informed lives with confidence that their loved ones and assets are safeguarded. Prior to starting her own successful law firm in 2014, Lorilee practiced estate planning and family law in Contra Costa County and Sonoma County. In 2012, Lorilee was awarded the prestigious Sonoma County Superior Court’s Pro Bono Award for Outstanding Service in recognition of the assistance she provided to underprivileged people who needed family law guidance. Prior to becoming an attorney, Lorilee attended Golden Gate University School of Law where she was on the Dean’s List, she was a Merit Scholar, and she participated in the Honors Lawyering Program. Lorilee graduated from law school in the top 5% of her class. To learn more about Lorilee, her upcoming free estate planning seminars, or to read about estate planning and family law, please visit: Jen Julius, MA is a Life Coach, Speaker, Workshop Leader, and Radio Host. With an extensive professional background working with students, families, and incarcerated youth and adults, plus a personal background of battling an eating disorder and addiction, Jen believes that everyone has a story, but we also have a choice in how we create our lives today and tomorrow. Prior to beginning her coaching practice, Jen worked with highly traumatized youth and families that have battled addiction, violence, criminal histories, gang involvement, and more. Her unique professional background has allowed her to gather a plethora of information about how to truly inspire and support genuine change and growth. In her coaching practice, she specializes in supporting career-driven parents to create work/life balance so they can launch forward personally and professionally. She uses her blog and radio show as free platforms to provide cutting edge, real, and raw information to the masses, while helping people change their stories, change their lives, and change the world. To learn more about Jen Julius and how she is changing lives by helping people find clarity, improve their communication, and boost their confidence, go to: “Like” her , or follow her and

You can listen to What is "estate planning," and why is it important? online on Radio and Podcast. Open the player on this page to stream the available audio.

What is "estate planning," and why is it important? is an episode from JenJulius.com ~ Leadership Coach.

This episode is 68:14 long.

This episode was published on Feb 19, 2015.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from JenJulius.com ~ Leadership Coach when more episodes are available from the podcast feed.