Episode 9: In this episode, Louisville estate planning attorney Brandon Lawrence explains how to make a Will simple and effective by identifying specific items that should never be included in the document. Then he transitions to what not to put in your Will. He explains that beneficiary designations for retirement accounts, life insurance policies, and trusts take legal precedence over a Will. Brandon discusses why time-sensitive instructions, such as funeral arrangements, organ donation, and life support wishes, should be managed through separate documents or a Living Will to ensure they are acted upon before a Last Will and Testament is even read.

Key Themes:

01:16 What Is a Holographic Will?

04:15 Retirement Account Beneficiary Designations

05:26 Why Funeral Arrangement Shouldn't Go in Your Will

07:13 Don't Include Organ Donation Instructions in Your Will

08:41 Use a Living Will to Explain Your Life Support Wishes

10:18 Avoid Using a Will to Designate Beneficiaries of a Trust

11:51 How to Handle Your LLC after Your Death

13:32 Don't Use Your Will to Designate Beneficiaries of Your Life Insurance

14:51 Keep Your Last Will and Testament Brief

Have More Questions or Want to Set an Appointment with Brandon?

Website: www.LawyerForTheCity.org

Phone: (502) 996-7735

Email: help@LawyerForTheCity.org

This podcast is meant to provide information and is not legal advice. Brandon's principal office is located at 101 N. 7th Street, Louisville, Kentucky 40202.