Navigating Estate Planning: Wills, Trusts, and Probate Explained - EP 28

🚀 In this episode of The Mr. Deeds Podcast Show, host Omar Andreasen welcomes Lauren Alexis Klein, Co-Founder & CEO of Flourish Law Group, a boutique estate planning and elder law firm serving clients across Fort Lauderdale and St. Petersburg, Florida. With 11+ years of experience in estate and tax planning, Lauren breaks down wills, trusts, LLC structures for real estate investors, probate misconceptions, and how families can protect their legacies across generations.
Lauren explains the biggest misunderstandings about wills, how trusts help avoid probate, why real estate investors need layered protection (LLCs + trusts), and why DIY estate planning can be dangerous. She also shares real-life stories of estate plan failures and how families can avoid conflict, chaos, and unnecessary legal fees.

🎧 Hosted by: Omar Andreasen
👤 Guest:
🏡 Lauren Alexis Klein – Estate Planning & Elder Law Attorney, CEO of Flourish Law Group

Lauren Alexis Klein, Esq., LL.M. is the co-founder and CEO of Flourish Law Group, a boutique estate planning and elder law firm serving clients across Fort Lauderdale and St. Petersburg. With more than 11 years of experience in estate and tax planning, Lauren creates customized wills, trusts, probate strategies, and Medicaid solutions. Her mission: to help families—from the middle class to the ultra-wealthy—secure their legacies and protect their future through thoughtful legal planning.

💡 What You’ll Learn:
✔️ The biggest misconceptions about wills & probate
✔️ Trust vs. Will: which one do YOU need?
✔️ How real estate investors should structure 20+ properties (LLCs + trusts)
✔️ How to avoid generational wealth destruction
✔️ Why DIY legal templates can break your estate plan
✔️ When & why you should review an existing estate plan

🎮 Watch now for expert legal insights!

⏳ Timestamps (Click to Jump!)
📌00:00 Introduction and Guest Welcome
📌01:11 Personal Anecdotes and Career Choices
📌02:43 Misconceptions About Wills and Trusts
📌04:51 Real Estate and Asset Protection
📌08:37 Probate Challenges and Misunderstandings
📌14:47 Virtual Estate Planning Services
📌18:14 Benefits of Keeping Assets in Trust
📌21:05 The Pitfalls of DIY Estate Planning
📌24:05 Encouraging Financial Conversations Among Couples
📌30:56 Reviewing and Updating Estate Plans
📌32:43 Final Thoughts and Advice

💼 Connect with Lauren Alexis Klein:
🌐 Website → https://www.laurenalexisklein.com/
📸 Instagram →   / lawyerlaurenklein  

🎙 Follow Omar Andreasen – Mr. Deeds Podcast:
🌐 Website → https://www.omarandreasen.com/
📘 Facebook →   / omar.andreasen  
📷 Instagram →   / omar_andreasen  
🔗 LinkedIn →   / omarandreasen  

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💎 Produced by Icons of Real Estate – https://iconsofrealestate.com/