Estate Planning - An Interview with Susan Hill, Esq.

Faces of Finance

23-04-2020 • 30 minutos

In this episode, Shawnna talks with Susan Hill, Esq., founding and managing attorney at Hill Law Offices, PC. They delve into Susan’s experience and provide an overview of estate planning. Susan is a solo practitioner and practices in five areas of probate: wills and trusts, estate planning, probate, trust administration, plus conservatorships and guardianships. She helps families and individuals prepare for their futures, which include both the known and unknown. Susan believes everyone should be aware and informed of the legal issues involved in their own matters as all fundamental decisions should be well thought out. As such, in her role as attorney, Susan educates and guides her clients on essential matters so they can make their own well-informed decisions.

Even though it can be an uncomfortable topic for some, estate planning is crucial in order to ensure that your wishes are honored when you're no longer able to state what your wishes are.

In this episode:

  • Why it is so important to set up an estate plan.
  • What makes up an estate.
  • Discover the different estate planning options and the difference between a trust and a will. Does one need both?
  • Distributing trust assets to a beneficiary on a specified timeline. Some people with young children may not want their children to have access to all of their money and assets when they turn 18.
  • Advice for those who are unsure who to name as their executor or whom to name as beneficiaries.
  • What happens in the event of death, or incapacitation from serious injury, when someone has no estate plan in place: what happens to the assets, who makes the decisions, and what the process looks like.
  • How often you should review your estate plan.

Resources:

Susan is the president & principal attorney at Hill Law Offices, PC. She is a Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization. She enjoys volunteering her time with various organizations, and giving back to the community. She currently serves as a delegate with the Conference of California Bar Associations, working to improve the laws through legislation, and volunteers on the Incapacity subcommittee of Trust and Estates Section (TEXCOM) of the California Lawyers Association (formerly of the State Bar of CA). Susan participates as an Arbitrator on the Sacramento County Bar Association (SCBA) Fee Arbitration Panel. She served on the Board of Directors for the SCBA for three years, the Board of Directors for Women Lawyers of Sacramento for six years, and the Board for the SCBA Probate and Estate Planning Section for four years, including one year as the Chair. She previously participated on a radio show as the panelist specializing in Estate Planning, and as a volunteer attorney for the Senior Legal Hotline in Sacramento where she helped seniors with a variety of legal issues.

Contact: info@hlo-pc.com

Disclaimer: This podcast discussion is for informational purposes only and not for the purpose of providing medical,  legal or financial advice. You should contact your doctor, attorney or financial advisor to obtain advice with respect to any particular issue or problem.

Visit: www.edgysolutions.com

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