Orthodontists, Protect Your Practice and Family: A Guide to Estate Planning w/ Trevor Kuresa

Estate planning is not a topic that many people like to think about or even talk about. It can be uncomfortable to consider what will happen to your assets after you pass away.However, it is crucial to ensure that your loved ones are taken care of and that your wishes are fulfilled.One of the main reasons people avoid estate planning is that they don't like to think about their own mortality. However, this can lead to many problems for your loved ones after you're gone.Without an estate plan, your assets may not be distributed according to your wishes, and your loved ones may face a lengthy and costly probate process.In this episode, I spoke with Trevor Kuresa, a dental attorney who specializes in estate planning. He shares some valuable insights into the world of estate planning, including the 4 documents you absolutely must have.The most important document of the 4 is the will. This outlines how you want your assets to be distributed after you pass away.We also talk about the biggest mistakes people make when it comes to estate planning.This is an important conversation that you should not miss. Tune in!Key TakeawaysWhy a will matters (03:31)The process of probating a will (10:15)Why you need to avoid probate at all costs (11:14) 3 ways to avoid probate (13:53)The biggest mistake when it comes to wills and trusts (26:54)Why you need a financial power of attorney (29:11)The medical power of attorney (35:20)The four estate planning documents you should have (38:11)Additional Resources🔹 Connect with Trevor Kuresa: https://hibiscuslegal.com/🔹 Do You Want More Profits and Lower Stress? ... Register for the OrthoPreneurs Summit  2023: https://opsummit2023.com/🔹 For more information, visit: https://orthopreneurs.com/🔹 Join our FREE Facebook group here: https://www.facebook.com/groups/OrthoPreneurs

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What does it mean to become an Orthopreneur? Hi there! My name is Dr. Glenn Krieger and I believe that in today’s competitive world, the orthodontic and dental communities should be collaborative. And I've created Orthopreneurs so that we can move towards that goal together. Orthodontists are smart people. You’ve accomplished a lot to get where you are, but chances are you never got a formal education in how to run the most effective and lowest stress practice possible. Don’t sweat it! Because we’ve got your back... Being an Orthopreneur means that you’re a part of a community. A community that brings peers together to become the best clinicians and the best business owners they can be. Becoming an Orthopreneurs means you never ever need to practice alone. Join the FREE Facebook group by simply applying:https://www.facebook.com/groups/OrthoPreneurs