Jon Braddock
Jon Braddock
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"Protecting Your Legacy: Insights from Estate Planning Expert Andre Pennington"
In this episode of Estate Planning Nightmares...and How to Avoid Them, I am joined by Andre Pennington, an Arizona estate planning lawyer and financial professional with a passion for protecting families and vulnerable communities.
Andre shares his journey into estate planning, driven by personal experiences and a dedication to shielding loved ones from unexpected challenges. With insights from his military career and years of courtroom experience, he discusses strategies for safeguarding assets, the common pitfalls of estate planning, and his advocacy for vulnerable populations. Listen in as Andre shares his wisdom on leaving a lasting legacy through careful planning and community involvement.
Contact Information:
Andre L. Pennington, ESQ.
Pennington Law, PLLC
15331 W. Bell Rd
Suite 318
Surprise, AZ 85374
Phone: ⁠623-229-0463⁠
Web: ⁠www.penningtonestateplanning.com/⁠
Universal Wealth
Website: ⁠www.universalwealth.com/en/⁠
Follow Andre on social media:
Facebook:
penningtonlawarizona/⁠
LinkedIn:
⁠www.linkedin.com/company/pennington-law/posts/?feedView=all⁠
UA-cam:
⁠www.youtube.com/@PenningtonLawPLLC⁠
Learn more about Arizona’s Children Coalition:
⁠www.az4kids.org/⁠
Переглядів: 56

Відео

"Protecting Your Legacy: Insights from Estate Planning Expert Andre Pennington"
Переглядів 42 години тому
In this episode of Estate Planning Nightmares...and How to Avoid Them, I am joined by Andre Pennington, an Arizona estate planning lawyer and financial professional with a passion for protecting families and vulnerable communities. Andre shares his journey into estate planning, driven by personal experiences and a dedication to shielding loved ones from unexpected challenges. With insights from...
"Estate Planning Awareness Week: Avoiding Nightmares and Securing Your Legacy"
Переглядів 4516 годин тому
"In this special episode of Estate Planning Nightmares… and How to Avoid Them, host Jon Braddock dives into the significance of Estate Planning Awareness Week. Estate planning isn’t just for the wealthy or the elderly-it’s for everyone. Jon explains why now is the perfect time to stop procrastinating and start putting a plan in place to protect your assets, your loved ones, and your legacy. Fro...
"Inheritance Gone Wrong: Lessons from a $14 Million Loss with Paul Deloughery"
Переглядів 8414 днів тому
In this episode of Estate Planning Nightmares… and How to Avoid Them!, host Jon Braddock is joined by seasoned estate planning and probate litigation attorney Paul Deloughery, who brings over 25 years of experience to the discussion. Paul shares his personal story of inheriting $14 million and losing a significant portion of it due to a lack of preparation, an experience that inspired him to wr...
"Inheritance Gone Wrong: Lessons from a $14 Million Loss with Paul Deloughery"
Переглядів 1214 днів тому
In this episode of Estate Planning Nightmares… and How to Avoid Them!, host Jon Braddock is joined by seasoned estate planning and probate litigation attorney Paul Deloughery, who brings over 25 years of experience to the discussion. Paul shares his personal story of inheriting $14 million and losing a significant portion of it due to a lack of preparation, an experience that inspired him to wr...
Avoiding Estate Planning Disasters: Insights from Attorney Meghan Stokes
Переглядів 4621 день тому
In this episode of Estate Planning Nightmares, host Jon Braddock sits down with Meghan Stokes, founder of the Law Office of Meghan Stokes LLC, to explore the crucial steps families can take to avoid the chaos and heartache that comes with improper estate planning. Meghan shares a powerful story of a family torn apart by legal battles after a tragedy and highlights how simple estate planning too...
Avoiding Estate Planning Disasters: Insights from Attorney Meghan Stokes
Переглядів 1121 день тому
In this episode of Estate Planning Nightmares, host Jon Braddock sits down with Meghan Stokes, founder of the Law Office of Meghan Stokes LLC, to explore the crucial steps families can take to avoid the chaos and heartache that comes with improper estate planning. Meghan shares a powerful story of a family torn apart by legal battles after a tragedy and highlights how simple estate planning too...
"DIY Wills Gone Wrong: An Estate Planning Nightmare with Attorney Steven Michael McClelland"
Переглядів 48Місяць тому
In this episode of Estate Planning Nightmares...and How to Avoid Them, host Jon Braddock sits down with Certified Elder Law Attorney Steven Michael McClelland, owner of McClelland Law Firm, P.A. in Central Arkansas. Steven shares his experiences from the front lines of estate planning and probate, including a cautionary tale of a poorly crafted DIY will that left an estate to an unintended part...
"The High Cost of No Planning with Jackie Cara: How Estate Decisions Impact Families"
Переглядів 38Місяць тому
In this episode of Estate Planning Nightmares, we are joined by Jacqueline Cara, founder of Cara Law and an expert in estate and special needs planning. Jackie shares her personal journey from a trial attorney to becoming a passionate advocate for families like her own, raising children with unique needs. Through real-life stories, Jackie explains the devastating consequences of inadequate esta...
Navigating Estate Planning with Compassion: A Conversation with Yuki Ku
Переглядів 582 місяці тому
In this episode of "Estate Planning Nightmares," I'm thrilled to introduce a truly inspiring guest, Yuki Ku, the founder of Roots and Wings Legal based in Walnut Creek, CA. Yuki's impressive legal journey began in the high-stakes world of Corporate Mergers and Acquisitions, Emerging Companies, and Venture Capital, working at some of the most prestigious international law firms, including Coving...
Navigating Estate Planning with Compassion: A Conversation with Yuki Ku
Переглядів 102 місяці тому
In this episode of "Estate Planning Nightmares," I'm thrilled to introduce a truly inspiring guest, Yuki Ku, the founder of Roots and Wings Legal based in Walnut Creek, CA. Yuki's impressive legal journey began in the high-stakes world of Corporate Mergers and Acquisitions, Emerging Companies, and Venture Capital, working at some of the most prestigious international law firms, including Coving...
Jacqueline Price - "Flight Paths and Legal Paths: A Flight Attendant’s Estate Planning Mission"
Переглядів 2032 місяці тому
In this compelling episode of Estate Planning Nightmares, we sit down with Jacqueline Price, a flight attendant whose life took an unexpected turn during a layover in Paris. Jacqueline shares the heart-wrenching story of receiving the news of her mother’s passing and the challenging aftermath of managing her estate without a will. As an only child, Jacqueline faced a maze of legal hurdles and s...
"Planning with Purpose: Navigating Life's Final Chapter with Tim Semro"
Переглядів 663 місяці тому
Join us on this enlightening episode of “Estate Planning Nightmares…..And How To Avoid Them!”, as we sit down with Tim Semro, author and seasoned estate attorney, to dive into the essential yet often overlooked world of estate planning. In his new book, "Your Money, Your Way" , Tim brings to life the critical importance of thoughtful asset distribution through engaging stories from his professi...
"Planning with Purpose: Navigating Life's Final Chapter with Tim Semro"
Переглядів 73 місяці тому
Join us on this enlightening episode of “Estate Planning Nightmares…..And How To Avoid Them!”, as we sit down with Tim Semro, author and seasoned estate attorney, to dive into the essential yet often overlooked world of estate planning. In his new book, "Your Money, Your Way" , Tim brings to life the critical importance of thoughtful asset distribution through engaging stories from his professi...
"Navigating Loss and Legacy: A Journey with Dean Eason-Williams"
Переглядів 473 місяці тому
In this episode of "Estate Planning Nightmares... and How to Avoid Them," I welcome Dean Eason-Williams, founder of NotaryCLT Signings. Dean shares his incredible journey from IT professional to full-time notary, highlighting the pivotal moments that shaped his career. He discusses the profound personal losses he's endured and how they have influenced his passion for helping others secure their...
"Navigating Loss and Legacy: A Journey with Dean Eason-Williams"
Переглядів 153 місяці тому
"Navigating Loss and Legacy: A Journey with Dean Eason-Williams"
The Similarities of Surgery and Estate Planning
Переглядів 953 місяці тому
The Similarities of Surgery and Estate Planning
The Similarities of Surgery and Estate Planning
Переглядів 23 місяці тому
The Similarities of Surgery and Estate Planning
Attorney William Ravenell - "The Worst State To Die In and more........!"
Переглядів 744 місяці тому
Attorney William Ravenell - "The Worst State To Die In and more........!"
Attorney William Ravenell-"The Worst State To Die In and more!"
Переглядів 164 місяці тому
Attorney William Ravenell-"The Worst State To Die In and more!"
Lindsay Wheeler, JD, MBA “The Path to Affordable Legal Services"
Переглядів 324 місяці тому
Lindsay Wheeler, JD, MBA “The Path to Affordable Legal Services"
Lindsay Wheeler, JD, MBA - “The Path to Affordable Legal Services"
Переглядів 54 місяці тому
Lindsay Wheeler, JD, MBA - “The Path to Affordable Legal Services"
"How to Protect Your Family & Business After YOU’RE GONE"
Переглядів 425 місяців тому
"How to Protect Your Family & Business After YOU’RE GONE"
Todd Dawalt-"How to Protect Your Family & Business After YOU’RE GONE"
Переглядів 105 місяців тому
Todd Dawalt-"How to Protect Your Family & Business After YOU’RE GONE"
Heidi J. Thompson, Ed.M.-"Legal Laryngitis and Grief on Steroids"
Переглядів 745 місяців тому
Heidi J. Thompson, Ed.M.-"Legal Laryngitis and Grief on Steroids"
Heidi J. Thompson, Ed.M.-"Legal Laryngitis and Grief on Steroids"
Переглядів 45 місяців тому
Heidi J. Thompson, Ed.M.-"Legal Laryngitis and Grief on Steroids"
John Palley - "Estate Attorney by day and a Stadium Usher at night - guess which is more fun!?"
Переглядів 616 місяців тому
John Palley - "Estate Attorney by day and a Stadium Usher at night - guess which is more fun!?"
John Palley - "Estate Attorney by day and a Stadium Usher at night - guess which is more fun?
Переглядів 126 місяців тому
John Palley - "Estate Attorney by day and a Stadium Usher at night - guess which is more fun?
Suzanne Feinberg-"Electronic Wills Exposed: How to Safeguard Your Legacy from Digital Nightmares!"
Переглядів 1536 місяців тому
Suzanne Feinberg-"Electronic Wills Exposed: How to Safeguard Your Legacy from Digital Nightmares!"
King & King-"Serving With The Enemy!"
Переглядів 866 місяців тому
King & King-"Serving With The Enemy!"

КОМЕНТАРІ

  • @lauraglatz_dreamer
    @lauraglatz_dreamer 6 годин тому

    I wish I could go back and video my grandma, mother in law and my great Aunt in the kitchen, cooking their (my) favorite recipes. I should video these and put in a vault!

    • @jonbraddock-EPNightmares
      @jonbraddock-EPNightmares Годину тому

      That's a great way to preserve memories. We should do for our families, what we wish we had from our relatives!

  • @bme7491
    @bme7491 13 днів тому

    I changed my Living Trust to stipulate my grandchildren must graduate college and be of certain ages before they get any money.

  • @CarolRingwald
    @CarolRingwald Місяць тому

    I really enjoyed this podcast and it just reinforced how important estate planning is for ALL families, especially those with special needs family members. Thanks for putting a spotlight on this very important topic.

  • @ninawright628
    @ninawright628 Місяць тому

    Getting cremated

  • @ninawright628
    @ninawright628 Місяць тому

    It happened to my husband the horror 😢😮

  • @alexnavarro3055
    @alexnavarro3055 2 місяці тому

    Great work you are doing, Yuki. God bless!

  • @supafob120
    @supafob120 2 місяці тому

    Thank you!

  • @TZ_AirMom
    @TZ_AirMom 2 місяці тому

    Very enlightening…thank you

  • @tracystahl8627
    @tracystahl8627 2 місяці тому

    Great infromation! Loved it!

  • @michaelp9805
    @michaelp9805 3 місяці тому

    Excellent analogy, Jon and it's one that almost everyone can relate to! Thanks for sharing and best wishes for a quick recovery!

  • @pal_lovewins2023
    @pal_lovewins2023 3 місяці тому

    Thank you Jon

  • @michaelp9805
    @michaelp9805 4 місяці тому

    Another outstanding discussion!! Thank you both for sharing. Especially appreciate the reminder to check unclaimed property divisions in any state where a decedent had any connection and your discussion about work/life balance. Best thing I came away from law school with was when one of the profs. reminded us on the last day of class that the practice of law is NOT the end...it's only a means to the end. Family should ALWAYS come first.

  • @wendydiem8357
    @wendydiem8357 5 місяців тому

    The link above for "Todd's Legacy Planning Checklist" is not correct.

  • @marshallwise1763
    @marshallwise1763 5 місяців тому

    I noticed there so far no comments. Legacy planning is so important. And isn't that complicated or time consuming . Just do it! Nike

  • @elijahmassey9290
    @elijahmassey9290 6 місяців тому

    "PromoSM"

  • @jonbraddock-EPNightmares
    @jonbraddock-EPNightmares 6 місяців тому

    The answer to @carolringwald4611 question from Suzanne: Sync is a great program and there are several qualified custodians who currently use it for their custodial account. We recommend the Pro Teams + Unlimited at $15/month (Business) over any other of their pricing choices primarily because of the telephone support and the flexibility of the Admininstration duties. And, from a branding point of view - it is a white label version that you can incorporate into your website using their API and web hook. Suzanne

  • @DeannaToronto
    @DeannaToronto 6 місяців тому

    Suzanne really knows her stuff! She is an expert in all things remote online notarization and I confidently trust her knowledge and education. Thank you Suzanne for doing this podcast with Jon!

    • @RONPlatformReviews
      @RONPlatformReviews 6 місяців тому

      Thank you Deanna - its a real pleasure to work with you.

  • @RONPlatformReviews
    @RONPlatformReviews 6 місяців тому

    Thank you Jon for having me as your guest. I had a lot of fun preparing for the podcast and then being the guest. If anyone needs more information regarding the qualified custodian or custodial account feel free to reach out to me. We regularly work with individuals as well as law firms to execute electronic wills.

  • @carolringwald4611
    @carolringwald4611 6 місяців тому

    Please provide information on Sync (?) so I can research for use in Florida

  • @emamhossan8798
    @emamhossan8798 7 місяців тому

    Your videos are really awesome.

  • @michaelp9805
    @michaelp9805 7 місяців тому

    Another great, informational video! Thanks to both you and Heidi for putting this out there! In nearly 35 years of practice, I've seen way too many "train wrecks" that are very similar to the ones she described. Proper funding and the use of pourover wills are an absolute MUST in order for any estate plan to work properly!

  • @DigitalLifeAdvisors
    @DigitalLifeAdvisors 8 місяців тому

    Finally got to see a "LIVE ACTION" podcast version of you ... thanks for posting Jon! Big fan.👌