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Estate Planning 101: Understanding Wills, Trusts, and More for Your Future

  • Broadcast in Prepping
Downsizing Coach Anne Nouri

Downsizing Coach Anne Nouri


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Our guest today is Lindsey B. Sarowitz, a Senior Trust Officer at Sandy Spring Trust, bringing more than 10 years of experience in estate planning, probate, and trust administration. She was previously a trust and estate attorney at a Bethesda, Maryland-based law firm, and she also teaches "Wills and Estates" and "Probate in Maryland" 

What we discuss in this episode today:

  • The defination of Estate planning
  • Steps involved in estate planning from first to last
  • Why estate planning is important to everyone, wealthy or not!
  • What transpires in an estate planning if you have multiple children.
  • How and why you should navigate Probate Ahead of Time
  •  What is power of attorney and why do you need one even if you're married?


Find Lindsey online at:

Email: LSarowitz@sandyspringtrust.com

website: Click Here


Visit Anne Nouri at, www.TheDownsizingCoach.com for additional information and resources. 

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