In this episode of Bodacious Estate Conversations, host Kasey King sits down with Carrie Pugh, an estate planning expert with over 20 years of experience in the field.

Carrie shares her powerful personal story of how a life-threatening stroke changed her entire career focus and why she's now passionate about helping families protect what matters most.

What You Will Learn:

0:00 - Introduction to Carrie Pugh

2:25 - What makes her law firm different

5:08 - Common estate planning mistakes (LegalZoom warning!)

6:26 - Can you put a mortgaged home in a trust?

8:42 - Understanding probate: Is it really a "bad word"?

11:40 - Carrie's personal story: The stroke that changed everything

15:02 - Why even married couples need estate planning documents

17:36 - From aspiring veterinarian to estate attorney

20:05 - Upcoming events and how to schedule a consultation

21:11 - The #1 tip for avoiding costly mistakes

Key Takeaways:

A will alone is NOT enough, it doesn't protect you while you're alive

Your spouse CANNOT automatically make decisions for you

LegalZoom and online templates often miss critical state-specific laws

Everyone over 18 needs SOME form of estate planning

Probate in Pennsylvania isn't as scary as you think

The best time to plan is BEFORE you need it

About Carrie Pugh

Carrie specializes in estate planning and administration. She's also an equestrian, triathlete, half Ironman finisher, and avid reader (3-4 books per week!). After surviving a major stroke six years ago without any estate planning documents in place, she redirected her career to help others avoid the same mistake.

About Bodacious Estate Conversations

Join Kasey King as she explores the world of real estate, estate planning, and life's most important conversations with industry experts and fascinating guests.

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