15 Dicembre 2025

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Do I Need a Will or a Trust? Estate Planning Basics & Costly Mistakes

Do I need a will or a trust?When should you start estate planning?What happens if you wait too long?

In Episode 3 of The Empowered Elder Podcast, hosts Tasha Beckman and Nicole Robilotto sit down with Dan McKenzie, attorney and owner of The McKenzie Law Firm, LLC, to break down estate planning in plain language.

This conversation covers the real difference between wills and trusts, the most common estate planning mistakes, why waiting for a crisis creates conflict, and how to start estate planning conversations with aging parents—without fear or tension.

Estate planning isn’t about death.
It’s about dignity, peace of mind, and protecting the people you love.

🎧 Listen now and take the first empowered step.

Our Special Guest:

Dan McKenzieOwner, The McKenzie Law Firm, LLC

🌐 Website: themckenziefirm.com📘 Facebook: facebook.com/themckenziefirm🔗 LinkedIn: https://www.linkedin.com/company/the-mckenzie-firm/

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