Who Needs Estate Planning? with James Atwood

Estate planning is not just about preparing for the unexpected—it is about protecting what you have worked hard to build. In this episode, guest James Atwood, estate planning attorney and co-founder of Atwood McCall, shares how proactive estate planning can protect assets, minimize taxes, streamline probate, and align with business succession strategies. Tune in to learn why updating your estate plan every few years is essential to preserve your practice, your family, and your legacy for the future.  

Timestamps

00:00 Intro

04:19 Banter Ends

05:47 Tell us about you and your background.

07:19 Tell us about Atwood & McCall.

09:53 A physician who keeps hearing that he needs a will or needs estate planning. He does not like thinking about his own mortality. He wants to know why he would need estate planning?

14:00 Walk us through all the things that a person plans for in their estate planning?

17:01 How do estate taxes work?

24:35 How often should I update my estate plan? 

26:45 Access+

27:27 Legal Takeaways 

29:10 Outro

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