EPISODE · Sep 23, 2025 · 28 MIN
🔑 The #1 Mistake Families Make With Estate Planning 🚨 | Valerie Powers Smith (S3 E3)
from The FEW Podcast · host The FEW Podcast
In Season 3, Episode 3 of The FEW Podcast, hosts Rob Schein and Madison Evans sit down with estate planning attorney Valerie Powers Smith to simplify the often-overwhelming world of trusts, wills, and conservatorships. The conversation breaks down why estate planning is critical at every stage of life, from age 18 onward, and how proactive steps like health care directives, financial powers of attorney, and well-structured trusts can protect families, prevent court involvement, and ensure assets are passed on smoothly.Drawing on high-profile cases involving celebrities like Brian Wilson, Aretha Franklin, Lisa Marie Presley, and Prince, Valerie highlights the risks of unclear or incomplete planning—from costly disputes to public probate battles. She shares practical strategies for naming fiduciaries, avoiding conservatorship conflicts, and keeping estate documents current and secure. Whether you’re just starting your financial journey or planning for future generations, this episode offers essential guidance on creating a clear, effective estate plan.
What this episode covers
In Season 3, Episode 3 of The FEW Podcast, hosts Rob Schein and Madison Evans sit down with estate planning attorney Valerie Powers Smith to simplify the often-overwhelming world of trusts, wills, and conservatorships. The conversation breaks down why estate planning is critical at every stage of life, from age 18 onward, and how proactive steps like health care directives, financial powers of attorney, and well-structured trusts can protect families, prevent court involvement, and ensure assets are passed on smoothly.Drawing on high-profile cases involving celebrities like Brian Wilson, Aretha Franklin, Lisa Marie Presley, and Prince, Valerie highlights the risks of unclear or incomplete planning—from costly disputes to public probate battles. She shares practical strategies for naming fiduciaries, avoiding conservatorship conflicts, and keeping estate documents current and secure. Whether you’re just starting your financial journey or planning for future generations, this episode offers essential guidance on creating a clear, effective estate plan.
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🔑 The #1 Mistake Families Make With Estate Planning 🚨 | Valerie Powers Smith (S3 E3)
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