Estate & Legacy Planning Videos

Welcome to “Estate Planning Mistakes Families Don’t See Coming” — a three-part video series featuring estate planning lawyer Bruce Soloway, where we explore the real-life oversights, assumptions, and family dynamics that can quietly derail even the best intentions.

Estate planning is often something families put off or assume is already “handled” with a simple will. In reality, many plans fall short when it matters most. From incapacity and decision-making to family communication and executor responsibilities, this series is designed to help you spot the gaps before they become problems.

📘 Each episode breaks down a key topic:

• Episode 1: Why a Will Alone May Not Protect Your Estate
  
• Episode 2: Who Will Make Decisions for You If You Can’t?
  
• Episode 3: Family Disputes and Estate Planning Mistakes to Avoid

In this episode, Joanne and Melissa explore one of the most common questions in estate planning: “Can my kids really handle this?” — and what it means to protect families with professional trust services.

Joined by Samantha Russell, Associate Vice President of Estate & Trust Solutions, the conversation unpacks the real responsibilities involved in acting as an executor, trustee, or power of attorney. From managing complex estates to navigating family dynamics, Samantha explains why many families underestimate the administrative and emotional demands of these roles and how professional trust companies can help provide structure, continuity, and impartial oversight.

At its core, this conversation highlights a powerful idea: estate planning is not just about documents — it is about protecting relationships, reducing stress for loved ones, and creating peace of mind for the future.