Are you ready to die? Legally, that is. Find out with special guest Andrea Patton, Estate Planning Attorney

We’ve all heard the horror stories that can unfold when a person dies unexpectedly or without an estate plan to carry out their wishes.   
 
In this episode, seasoned estate planning attorney Andrea Patton and I delve into the intricate world of wills and trusts, exploring the emotional and legal complexities of estate planning, from peculiar inheritances to the importance of meticulous trust management to avoid probate court. We tackle thorny issues such as blended families, guardianship challenges, and selecting a successor trustee, emphasizing the necessity of clear directives and understanding the impact on our loved ones. Additionally, we highlight the often-overlooked aspect of pet care in estate planning, sharing personal anecdotes and insights to ensure our furry companions are cared for after we’re gone. Whether navigating family dynamics or ensuring your pet’s future, this episode promises both engagement and enlightenment. 

 Andrea “Andie” Patton, a dedicated estate planning specialist for over 20 years, excels in crafting comprehensive estate plans, including family trusts, wills, powers of attorney, advanced health care directives, and more. Her passion lies in ensuring families are prepared for the future, even when they cannot express their wishes themselves. Licensed to practice in all California state and Federal Courts, Andrea is an active member of the Orange County Bar Association. After graduating from UC Irvine with a B.A. in English, she pursued her legal career, graduating from Loyola Law School. Andrea prioritizes family and relationships, taking pride in her son’s achievements and cherishing moments with her partner Matt while enjoying leisure activities like walking her chihuahua Theo, reading, and hiking. 

In this episode: 

  • Trusts vs. wills, DIY vs. Attorney-generated, avoiding probate 
  • The average age of Andie’s clients for estate plans 
  • Death and money make people crazy 
  • Death is often easier than issues around incapacity 
  • Challenges with siblings and wills 
  • Unusual items to squabble over – the doll collection  
  • Pets and their care after your death 
  • Prince and Bob Marley – complicated estates 
  • Probate is not triggered if your estate doesn’t exceed $184,500 
  • Average costs for wills and trusts – it depends 
  • The game – “You Know You’re Old When….’ 
  • Send me your comments and feedback on the show! 

ThirtyFiveSixtyFour is a podcast for listeners between the ages of 35 and 64. Available on all major podcast platforms, the show offers an engaging journey through the various challenges and experiences of midlife. ThirtyFiveSixtyFour presents a distinct departure from the traditional midlife crisis storyline. Instead, it champions the perspective that midlife should be viewed as a period marked by play, discovery, transformation and possibility. With new episodes released weekly, ThirtyFiveSixtyFour is positioned to become one of the fastest-growing podcasts of the year, providing both valuable insights and entertainment for those in the middle. 
 
So, subscribe and get ready to join show host Karen and the ThirtyFiveSixtyFour regulars for both serious and fun conversations around living middle age to the fullest. After all, it’s not too late. You’re not too old. And you’re definitely NOT dead. 

Resources: 
 
https://www.thepattonlawfirm.com/ 
 
https://www.linkedin.com/in/andrea-patton-75a152a/ 
 
CA Courts “Small Estate” Probate Thresholds 
 
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