06/23/2026
On the 6/18/26 episode of YOUR LEGACY, YOUR WAY, Attorney Carolyn Duncan at Duncan Legal, PC, joins Scott Whatley to talk about some of the most important—and often overlooked issues families face when planning for the future. She explains how beneficiary designations override a will or trust, making it critical to keep everything aligned to avoid unintended outcomes.
Carolyn also shares how proper planning can reduce family conflict, especially in blended families, by clearly outlining wishes and choosing the right executor or trustee.
On the financial side, Carolyn discusses strategies to help protect assets, including planning for long-term care and understanding the Medicaid 5-year look-back rule. She also offers practical ways to ensure children or heirs manage inheritances responsibly.
Carolyn highlights the importance of incapacity planning, explaining the risks of not having financial and medical powers of attorney in place. She emphasizes that estate planning isn’t just for the wealthy even young adults need basic documents once they turn 18.
Listen to the 6/18/26 podcast: https://www.haystackhelpradio.com/wp-content/uploads/2026/06/Haystack-06-18-26-REPEAT-Carolyn-Duncan.mp3
The first step is simply getting started.
Take advantage of a free consultation today by calling 303-394-2348.
Carolyn says her motto is “Helping People Solves Life’s Puzzles.”
Visit www.DuncanLegal.com and get your free Guide Estate Planning Basics”.
