Bradley HamnerFounder, BlueprintOS · Founder - Above the Business & BlueprintOS

Simple Estate Planning with Tyler Willingham

Name: Simple Estate Planning with Tyler Willingham
Uploaded: 2024-06-01T17:15:00+00:00
Duration: 47 s
Channel: Bradley Hamner
Description: In this segment, the speaker outlines the spectrum of estate planning complexity, emphasizing that straightforward cases—typically married couples with…

1 Jun 2024 · 1 min

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0:47

In this segment, the speaker outlines the spectrum of estate planning complexity, emphasizing that straightforward cases—typically married couples with joint assets, both earning W-2 wages, and shared children—can often be handled through online platforms like LegalZoom. He contrasts these simple scenarios with more intricate situations that warrant the involvement of a professional attorney, highlighting the point at which added issues make DIY solutions insufficient.

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Everything's like a scale, you know, you're going on up and you start adding certain issues or certain things and it becomes, oh, this becomes a lot more complex where we need someone like a professional to come help. The easiest scenarios that I deal with are the people— you have two people or even one person, but usually a couple is the easiest. They're married, all their assets are together. They both just have W-2 employment. You know, those situations are probably the most straightforward, easy situations. All their kids are together, you know, and, and yeah, you can go, you can go to an attorney, or you can go online and do your estate planning through like LegalZoom. Usually, if that's your situation, it isn't as so complex that, oh, we absolutely need an attorney.