• Skip to primary navigation
  • Skip to main content
  • Skip to footer

Knowledgeable Aging

Resources for the Aging Population

The Purpose and Importance of a Last Will and Testament

Here’s What You’ll Learn:
  • What is a Last Will and Testament?
  • What are the requirements of a valid Will?
  • What are some duties of the Personal Representative or Executor?
  • Do you have any advice to help someone choose who to name as their Personal Representative?
  • If my loved one didn’t have any assets but did have a Will, does the Will need to be filed?

Listen to the Podcast

  • 1:04 – What is a last will and testament
  • 2:48 – What is probate
  • 5:21 – Elements of a valid will
  • 9:14 – Understanding the laws in your own state
  • 12:19 – Can I change my will
  • 13:26 – Duties of executor or personal representative
  • 15:44 – How to choose a personal representative or fiduciary
  • 19:57 – No assets but does have a will, does will have to be filed
  • 23:28 – Estate planning should happen when turn age 18
  • 25:15 – Time frame to finish a will
  • 26:34 – Biggest piece of advice – be informed
Lindsey Sarowitz

Lindsey B. Sarowitz has been with Handler & Levine, LLC, since 2013.  Ms. Sarowitz is an associate with the firm, and regularly represents individuals, including Federal government employees, in preparing their estate plans, consisting of wills, trusts, powers of attorney, health care directives and other estate planning documents. She also represents Estates and Trustees in regard to decedent’s issues, helping guide families through probate and trust administration following the loss of a loved one.

Ms. Sarowitz graduated from American University in Washington, D.C. with a degree in Justice.  She received her law degree from Thomas Jefferson School of Law, in San Diego, CA. Ms. Sarowitz is a member of the Bar in Maryland and the District of Columbia, and practices regularly in both jurisdictions.  She is originally from New York, and currently lives in Bethesda, Maryland.

Learn More

Footer

Main Navigation

  • Home
  • About
  • Webinars
  • Blog
  • Podcasts
  • Newsletter

Aging Topics

  • Coronavirus
  • Financial
  • Health & Wellness
  • Housing
  • Legal

About Us

  • Our Mission
  • Collaborators
  • Contact Us
  • Policies & Agreements

Knowledgeable Aging®, LLC 2022. The views, thoughts, and opinions expressed in this video are solely those of the speaker, and not necessarily those of Knowledgeable Aging®, LLC. or its employees, organization, committee(s) or other group or individual. The presented content does not provide or constitute medical, financial or legal advice. The content is for information purposes only. Viewing or listening to the content does not constitute a physician-patient, dentist-patient, fiduciary-client or attorney-client relationship.

Copyright 2021, Knowledgeable Aging.
All Rights Reserved.
  • About
    • Mission
    • Collaborators
    • Contact Us
  • Webinars
    • Upcoming
      • Coronavirus
      • Financial
      • Health & Wellness
      • Housing
      • Legal
    • Archived
      • Coronavirus
      • Financial
      • Health & Wellness
      • Housing
      • Legal
  • Blog
    • Coronavirus
    • Financial
    • Health & Wellness
    • Housing
    • Legal
  • Podcasts
    • Coronavirus
    • Financial
    • Health & Wellness
    • Housing
    • Legal
  • Newsletter
  • Learning Center
  • PRO