VanRein Compliance Podcast

18 How to create your Legal Life Plan with Amanda Batsche

February 08, 2022 Dawn & Rob Van Buskirk Season 1 Episode 18
VanRein Compliance Podcast
18 How to create your Legal Life Plan with Amanda Batsche
Show Notes Transcript

Welcome to The VanRein Compliance Podcast: the Podcast that will secure your business with a clear plan to reduce your risk.

This week our hosts Dawn and Rob Van Buskirk discuss how to create your Legal Life Plan with Amanda Batsche;

In this week's episode we unpack the following topics:

  • What is a Legal Life Plan and why you need one
  • How is a Legal Life Plan different from an Estate Plan
  • How to create your own Legal Life plan for yourself, your family, and your business 

You can learn more about Amanda watch a free introduction webinar to Legal Life Planning and how to get your own Legal Life Plan at her site  www.batschelaw.com . Connect with Amanda on Instagram  @batschelaw or Facebook

Every week The VanRein Compliance Podcast will help you simplify compliance, secure your business, and reduce your risk all while having some fun.  Thanks for joining us!



00:00.00

Rob

Hello and welcome to the band Ryan Compliance Podcast the show that secures the future of your business with a clear plan to reduce your risk and I'm Rob.

00:08.36

Dawn

I'm your host on and today we're talking about creating your legal life plan with our attorney Amanda Batchy who is the founder and principal attorney of batche law in San Antonio Texas

00:20.15

Rob

Welcome Amanda to the podcast and I usually don't talk to attorneys so I'm nervous but I'm glad you're here.

0:24.79

Amanda Batsche

Ah, well thank you for having me I'm excited to get to talk to you guys today.

00:31.79

Rob

Yeah, last time I talked of Attorney There was some traffic thing and dawn had it. It just was really weird and awkward. So we are excited that you're here to not talk about my driving issues but to talk about why it's important to have a legal life plan.

00:31.86

Dawn

Awesome.


00:45.70

Dawn

Awesome! Well let's get started and let's introduce you to our listeners Amanda tell us who you are and why did you start your practice.


00:45.84

Amanda Batsche

Absolutely.


00:56.21

Amanda Batsche

Well I am Amanda batchy I am the owner and principal attorney at batche law which is a wills and trust practice here in San Antonio um and I am also a mom to 3 little boys so they keep me very busy. 


01:10.78

Dawn

Yes.


01:13.54

Amanda Batsche

Practice was born out of the need for flexibility and it just kind of evolved into um this passion project because for me if anything is worth doing. It's worth doing it well and so I really wanted to solve ah the common problems that I would see.




01:33.44

Amanda Batsche

As a ah probate and guardianship lawyer which is essentially the implementation of a will and trust and so um, just I wanted to solve those problems and so it's awesome because I get to help families and then also I get to help first-generation wealth builders create a last lasting legacy and that's also become a huge. Um, the inspiration behind the practice.


01:57.16

Rob

Yep, no, it's very exciting inspiring and that's why you're here and yes everyone Amanda is our attorney and yes she does amazing work. So we're so excited that you're here for our listeners as well. So they can understand why it's important. Um, and you know you talk about the generational wealth builders. You know we're in Texas and today.


01:58.60

Dawn

Yeah, and.


02:15.70

Rob

As we're we're recording the podcast. It's like ° and snow and ice. Um, just most folks know when it's cold Don has to bundle lot and she gets a little irritated right? Don Amanda do you like you're the traditional you know central Texas.










02:31.71

Rob

Ah, an attorney that likes things warm or you okay with the cold.


02:31.86

Amanda Batsche

You know there's a reason I live in Texas and it's because it stays warm. So I am bundled up today too.


02:38.39

Dawn

Exactly bring on the heat.


02:44.42

Rob

Yup, and that's why it's a great time to record a podcast and talk about what is a legal life plan and folks you know Don and I as we started this. We're like what is this because we've heard of trust we've heard of wills and I'm like this is different. But it has a lot of the same goals and the way you walk Dawn and I through is just amazing. We have never been It's never been so simplified to be able to put together the estate to put together the trust to to put the business in there and do everything and you unpackaged it and built it so amazingly well so we're just so excited that you're here.


03:03.94

Dawn

Um.


03:19.13

Rob

And help our listeners so they can help their you know their future generations So talk to me What what is a legal life plan and why is it important.


03:26.80

Amanda Batsche

Yeah, well thank you so much for that compliment because it's really something I strive to do because I think half the time people don't do this planning is because it's overwhelming and so the key is taking the overwhelm out of it but legal life planning is another way to refer to estate planning. But I.


03:28.20

Dawn

You know.


03:38.45

Dawn

Me.


03:45.55

Amanda Batsche

Find that a lot of people tune me out when I say I'm an estate planning lawyer. So I don't say that anymore. Yes, exactly.


03:52.14

Rob

It's because you're not I think of old lawyer to suit you know in this old mahogany desk and you're like what do I do my where do my dog go and my millions of bitcoin. So yes.


04:00.70

Amanda Batsche

Exactly So I talk about wills and trusts and so I tell people a lot of the time that I'm a will and trust lawyer and I think that starts to help people. think about it. But.


04:01.55

Dawn

Ah.


04:14.26

Amanda Batsche

The reason I refer to it as Legal life planning is that it's more than just a will and it's more than just a Trust. It's a plan that is all-encompassing that ensures that the things that you've worked hard for and the people that you love are taken care of after you're gone. So It's important planning to anybody who has worked hard for something. Or has people that they love so that kind of encompasses. Everyone.


04:36.30

Dawn

Absolutely And what I love about your process is that you took us through step by step um whereas we had a will. We've had a will and we never really understood what it was about. We just knew.


Well let's see our money has to go somewhere our house has to go somewhere and our child has to go somewhere and it was very basic like well wait a minute but what does all this mean and.


05:01.00

Rob

A child. We tried to sell them to Amanda but nobody's buying a thirteen-year-old boy I'll tell you that? yeah.


05:02.24

Amanda Batsche

Ah.


05:09.28

Dawn

And through our own experiences and our family and um, you know through experiences that we've we've heard of through our friends. There's a lot of different pieces to wills and um, there's you know, definitely different generations involved. There's. Different types of family members are involved. Um and that type of thing and so you really helped us understand what we needed to do for our situation and it's hard. Um I mean there were tears that I shed because it is hard. Um, you know Rob and I only have Ethan.



05:46.56

Dawn

Um, and it was hard to figure out what if this happens where does he go? What is what do we do? and um and you being a mom especially you know we're able to ah really understand that but you were able to understand or explain rather. All the pieces that we needed to make decisions on so it just fantastic. Again, we're just really, that's why we wanted you here because we want other people to hear about um you know how fantastic it can be to build your estate plan. It doesn't have to be scary and you know daunting. Um. So really I just want you to kind of walk us through your process and how you helped Rob and I basically create our legal life plan and just the process you went through. So.


06:32.70

Amanda Batsche

I would love to share. So um, ultimately I start the process with a family wealth planning session and so the family wealth planning session is where we sit down and we look at what do you own who are the people you love and. Um, what? Ah I'm sorry Alice my train of thought. Yeah exactly I am so sorry lost my train of thought. So. But yeah, what outcome you want to happen and so we talk about how does the law applies to your family specifically and the reason that's so important is that the law applies to everybody differently. It depends on what type of assets you have it depends on your family situation and I'm a firm believer that the best decisions are made from a place of knowledge and so by laying that foundation of knowledge people can.



07:29.57

Amanda Batsche

Make the best decision for their family. No matter what decisions they make it's about making it from a place of an informed decision and so that's really the beginning of the family wealth planning session and then, of course, we have the option to um I'm so sorry guys.



08:54.85

Amanda Batsche

It's a time when we can sit down and look at what would happen. Um, when you die or if you become incapacitated and I'm not sure if you guys noticed but I am very particular and intentional with my language when I talk about death and incapacity and I always use the term when because when you die Um, the.



09:14.24

Amanda Batsche

Reality is. We're talking about something that will happen and not an if so sometimes I think we want to say well if we die and we all kind of know-how this ends right? Yes, exactly And so my goal is for um.


09:16.41

Rob

Yeah.


09:22.43

Rob

Um, we will die. Yeah with me.


09:22.58

Dawn

You write that? Yes, it will happen. Ah.


09:32.49

Amanda Batsche

People to be able to make informed decisions so we do an analysis of what would happen specifically to the things that you own and the people that you love when you do die and what and if you do become incapacitated and that way people can make a decision um from an informed place. He's a firm believer.


09:49.59

Rob

Are.


09:51.80

Amanda Batsche

That the best decisions are made from a place of knowledge and so we want to build that foundation of knowledge so that you're not just coming to me and you say oh I need a will and I'm like oh sure here's a will no I want people to understand why the why it would be beneficial. Um, and if they need it at all. So.


10:00.90

Dawn

Um.


10:02.71

Rob

Um, yeah.


10:08.53

Dawn

Um.


10:11.21

Amanda Batsche

That's why we start with the education piece and then we move into the design piece and that's the part of the process. That's my favorite um because I'm able to provide insight from my experience of practicing guardianship and practicing probate I can share with families. What it looks like to go into the courtroom. After your loved one has died I can explain what that looks like so they can imagine and we were talking about tears I have shed many a tear during these sessions because we're talking about some really difficult things and um, you know we we pause and we just we realize Like. What could this be like and those are tough conversations But at the end of the day. It's coming through that um, tough conversation to have peace of mind knowing that everything will be okay and that your loved ones will be okay and taken care of and so I. After we finish the design process or there's a design period Of course as you guys know we send the summary so that we make sure that we're all on the same page because Miscommunications can happen and then we review your documents. Oh sorry.


11:13.22

Dawn

Yeah, you did forget you know you're fine. You did forget one very important piece of the design is you draw pictures. Yes, pictures if you all are visual.


11:22.44

Amanda Batsche

Oh no, oh yes, it might yeah.


11:27.70

Rob

Like an interior designer.


11:32.80

Dawn

It's fantastic because she draws pictures of here's this box and here's a trust and then here's a box here and if you want it to go in this bucket and then here's a bucket over here and she goes through and explains it it literally in a drawing like on the screen on Zoom. And unless you want to be in person but we did it on zoom and it's fantastic because I'm a visual person and I bet you that probably 95% of y'all listening are visual as well. So she's fantastic at drawing pictures. So.


11:57.20

Amanda Batsche

I Love that I Well maybe not drawing pictures that I'm not an artist by any means. But yes I'm a visual learner too and so I love charts and diagrams because.


12:09.73

Dawn

Yes.


12:09.92

Rob

Are.


12:12.22

Amanda Batsche

It never made sense. You would see me. You know when I was studying for wills and trusts back in the day I would draw these pictures so that I could understand the concepts because they're very um, yeah, they're um, it's just to make it concrete. So.


12:17.39

Dawn

Right.


12:26.17

Dawn

Um, yeah.


12:26.94

Rob

And and it's said you took something very uncomfortable and made it comfortable. You know we don't want it talk you know it's funny. It's funny actually this is a fun little thing I actually wrote my eulogy this week because


12:31.12

Dawn

Um, ooh that's good. Yeah, so.


12:34.80

Amanda Batsche

The.


12:42.18

Amanda Batsche

That's awesome.


12:42.86

Rob

I'm in this whole thing about I'm reading a book by Donna Miller yes I'm going to put this in the link because it's amazing here on a mission and I don't get any royalties I just want to share with people. But basically, you start with the end in mind. It's like what does my movie poster want to look like at the end of my journey here on'm on Earth. Ah, yeah I wanted to like a star wars poster right? My whole family's there and everything and funny cool stuff. Dawn thinks I'm crazy but it's pretty cool. Let's see my dark well depends if I'm dark Rob or Light Rob most of the time I'm dark but it's like I wrote it and I'm like I'm comfortable with that.


13:03.76

Dawn

Um, what color lightsaber what color lightsaber would you have that's true. Sorry you can go back.


13:18.19

Rob

And because I know I have the plan and I know what I want to accomplish in life and the way you design the the um design the trusts and the estates and put it together. It's like this makes a lot of sense and's and I'm visual Don's visual a lot of people are digital. You just break it down in. It's simple.


13:19.64

Amanda Batsche

Um.


13:30.17

Dawn

In.


13:36.70

Amanda Batsche

Um.





13:36.30

Rob

Context so that we understand it better and you're like oh that makes sense and then you in in Martha go do your lot lawyerling thing and put a lot of words to things that we don't care about but we know it's right so because at the end there's loyaling and things and you know courts and stuff.


13:45.86

Amanda Batsche

Yes.


13:52.42

Amanda Batsche

A lawyerly.


13:53.12

Dawn

That's a fun word lawyering is that even a is not even a word. Are you saying lawyering? Loyally wow we we just made up some terms. Okay, all right anyway. Continue Amanda but.


13:55.89

Rob

Loyally did you learn that and in it to get your degree. It's perfectly fine. Um.


14:01.80

Amanda Batsche

Yes. But yes I Like how you were talking about you know we go back and do the lawyery stuff and so yeah and that's why we review the documents with our clients. So We talk about those key provisions that specifically impact your family so that you guys understand how.


14:08.29

Dawn

Ah.


14:15.51

Dawn

Um.


14:25.42

Amanda Batsche

The document is laid out and how it works and then um, when you do read through it and you're like wait. What's that mean again, you can always reach out and you know we can talk about it but it's just that that process of going through and getting familiar with your documents and making sure that you're um.


14:25.68

Rob

Um, you know.


14:25.90

Dawn

And.


14:35.40

Dawn

Um.


14:43.88

Amanda Batsche

Just 100% confident with them.


14:44.13

Dawn

Um, the 1 thing that was huge that I I learned a lot of stuff from you but the 1 thing is is that there is a difference of if you become incapacitated like who you want to? Um, who who is the health. Ah, the medical. Um, what did you call Amanda the person to to be able to make those medical decisions on your behalf other than your spouse because you're thinking I have a minor child who else can make my decision so you have to think of a parent a sibling and aunt uncle and then but then.


15:04.24

Amanda Batsche

Ah.


15:09.88

Amanda Batsche

Um, yeah.


15:16.39

Rob

Um, not the dog.


15:23.28

Dawn

There's also separating that person from the fiduciary who's making the financial decisions and that to me blew my mind because I'm like I thought it was the same person you put 1 person in charge. They're the executor and that was what I thought going into this and the awesome thing about Amanda she's like well think about this

15:41.53

Dawn

Do you want that person to have to do it all. Do this this this or should this person doesn't it make more sense for this person to be you know making decisions here and then you've got a fiduciary person and then you've got this, you know and that to me was mind blowing because I thought it was one person. So yeah, yeah.


15:58.13

Amanda Batsche

Yeah, it's it's interesting because we're talking about all these things that you're able to do now and so you are 1 person doing all those things and so realizing that we wear different hats and that we can kind of separate some of those hats out ah and make that and.


16:01.11

Dawn

You keep.


16:06.83

Dawn

Yeah.


16:16.90

Amanda Batsche

Say Burden but that responsibility a little bit lighter for each of the people stepping in by separating it out and thinking about who is has the strengths to do what because everybody has a unique gifting and we want to make sure that.



16:31.56

Amanda Batsche

Are people who are good with finances are in charge of the finances and same with the medical because you don't want to get those 2 flipped.


16:36.18

Dawn

yes,  no.


16:38.60

Rob

So you don't want the the the crazy uncle to to run the estate if he's broke is that what you're saying.



16:43.25

Amanda Batsche

Um, right? you know it may be not a great idea.


16:48.73

Dawn

Ah, wow and and the other thing too is that if if let's just say something happens to to Rob and I Ethan's let's just say Ethan is an adult. Do you want him to to have all the estate money now or do you want to split it out.




17:07.94

Dawn

That's also very important is that do you want to give it. Let's just say a 23 year old like millions of dollars um for example, like right away or would you rather say you know what? you're only like 23 so let's just give you like maybe half or maybe 20% now and then kind of spread it out. Throughout as he matures so that's very interesting too because can you only imagine a twenty some year old getting a huge pot of money. You know what are they going to do with it. Are they going to be smart about it. I don't know I would hope that that our son be smart about it. But that's also important too is to understand.


17:32.32

Rob

Yeah.


17:34.70

Amanda Batsche

Yeah.


17:42.42

Dawn

What that looks like you have to you actually have you to think about it I mean this is like this isn't like a you meet you're done you write it. This is like I mean Amanda this was what 2 three months this was a it's a process. It's a process to go through and then if you have questions and you're like wait a minute what about this? What about that.


17:52.50

Amanda Batsche

It was yeah it is yes.






18:01.30

Dawn

We changed them some things after reviewing the documents because we were like we really thought about it and we're like does that really make sense so it definitely. It is a process and then Amanda tell um tell our listeners like after we do that and we sign off and we.


18:01.23

Amanda Batsche

Are.


18:08.83

Amanda Batsche

Yep.


18:20.43

Dawn

The plan goes into place then where do we go from here for the next you know few years when things change like what? what do you do on your end.


18:27.42

Amanda Batsche

Yes, so we put all I put all of my clients on a 3 year review cycle and so because the 1 thing we are guaranteed in this planning is that life is going to change things in your life with your loved ones.


18:40.48

Rob

Rather.


18:42.40

Amanda Batsche

Um, and the law is going to change. There's you know there's so many things that can change and so there's so many unknown variables that it's a key piece of this planning is to revisit it and I think a lot of people make the mistake of and I've seen people make this mistake because I have probated wills that were you know 15 twenty years old.


18:42.47

Dawn

Um.


19:01.53

Amanda Batsche

And they weren't really relevant to the family circumstances when the person died. Um, and so it's just so important to review it every few years um to make sure it's still what you want and I mean best case scenario worst case scenario. However, you look at it is you know you look take you take the time and you look at it and you don't have to make changes. And then worst-case scenario is you do have to make changes. But at least you now know and so that's you know the goal is that we're always able to um, be aware of what options we have available.


19:23.48

Dawn

Thank you.


19:32.20

Dawn

Um, yeah, absolutely and go ahead. Oh good Rob oh.


19:33.55

Rob

You know? Yeah, and yeah, what 1 thing I was just I was just I just thought of and yeah I have to and got interject because my brain is small right? So can you clarify or can you talk to listeners about the assumption that when you're married.


19:41.49

Dawn

Um, decision.


19:49.60

Amanda Batsche

ah oh yeah ah yeah so this is specifically to Texas because.


19:50.76

Rob

That your so that your spouse gets everything because you blew my mind with this. So once you go ahead and break this down all right folks stop the car while you stop the car but listen to this here you go.


19:51.21

Dawn

Oh.


20:01.87

Dawn

Um.


20:04.94

Amanda Batsche

Every law in every state is different so I can't speak to the other states but Texas is a community property state and so that means every dollar you earn is ¢50 yours ¢50 or spouses. Well if you buy a house with your husband or wife. You own 50% and your spouse owns 50% so a lot of us would think well if I die then my spouse because it's community property automatically just gets my other 50% and it's false That's not what happens.


20:34.43

Rob

Um, there.


20:38.48

Dawn

We.


20:38.96

Amanda Batsche

Yeah, exactly. So instead we actually have to go through some type of process in order to transfer the deceased spouse to the spouse that's died. They're 50% to the survivor and so I can't tell you how many I mean. Numerous times that I've met with widows who thought they owned their entire house and then they come to me because they are trying to sell it and they're not allowed to and they run into roadblocks and they come to me and realize that they don't own all of their houses and so it can create.


20:57.69

Rob

Um, my.


21:09.63

Dawn

T.


21:12.74

Amanda Batsche

Lots of complications. Um, if that's not something that you're aware of and so you can put a plan in place to make things go much smoother. Um and avoid court altogether.


21:23.37

Dawn

Um.


21:26.50

Rob

Yep, that blew me away because I think there's that assumption. You know you, you're married and you're like oh good to go. We don't need anything else but that's false folks. So that's why you need to go see Amanda so she can go ahead and craft that legal life plan so that.


21:27.50

Amanda Batsche

Um, right right? ah.


21:40.38

Rob

Then the state doesn't have to deal with it and it doesn't go to probate then it's you know that's just more painful than than losing a loved one in a lot of cases. So.


21:41.90

Dawn

Um, now.


21:46.45

Amanda Batsche

I Think so especially if you don't know if you have to go through probate I think some people they choose a plan that that does go through probate because a lot of people. Well I will say there are many people out there that think a will avoids probate and it does not if you have a will you go through probate which is.


21:50.68

Dawn

Um.


21:59.44

Dawn

Um.


22:05.82

Amanda Batsche

A okay as long as you understand that your will goes through probate and you have to go to court the surprise happens or that the misunderstandings happen when people don't realize that their will has to go to court and that's when it's kind of salt in the wound when their loved 1 dies because they weren't expecting the court process.


22:23.34

Rob

Um, yeah, no.


22:23.42

Dawn

You.


22:25.62

Amanda Batsche

You're expecting it I think it's a little less worse. Although I'm not a fan but you know everybody to each their own.


22:28.32

Rob

Um.


22:30.36

Dawn

Yeah, yeah, yeah, um, and then what what do you see? That's a common mistake that that that parents make ah or you know just I mean just people make in general when it comes to planning.


22:47.23

Amanda Batsche

Yeah, um, so the one that I see that is the most heartbreaking is when I find parents unintentionally disinheriting their children and the key term is unintentional. They're not meaning to they intend.


22:48.33

Dawn

Um.


22:59.98

Dawn

Um.


23:00.14

Rob

Um, oh geez.


23:07.14

Amanda Batsche

Everything to go to their kids. Um, but that's not what happens or that's not how it set up and the common ways I see that is whenever parents have either a beneficiary designation and they have 3 kids and they give the life insurance policy to one thinking that the 1 kid's going to divide it amongst the 3 there's no legal obligation for that 1 child to ah separate it out and also they could incur a tax liability if they separate it out so they're even put in a bad position tax-wise the other thing that I'll see parents do is when I say unintentionally disinheriting their kids is.


23:28.40

Dawn

And.


23:43.54

Rob

Nothing.


23:46.49

Amanda Batsche

Parents will put their um sister or brother as the beneficiary of a life insurance policy for their children thinking. Well my brother's going to take care of my kid. So I'll just you know give the money to my to my brother so that doesn't go to my kid outright. He'll just take care of it.


23:52.10

Dawn

With.


23:59.20

Dawn

Up here.


24:02.99

Amanda Batsche

The problem is is that then if something happens to the brother. It becomes his legal money if he dies it goes to his kids if he gets divorced. It could be available to his of wife if he gets sued that money's available to his creditors and so it's not just that We don't think.


24:10.80

Dawn

A and.


24:11.90

Rob

Wow Wow! yeah.


24:22.48

Amanda Batsche

I mean he could very well manage it for the benefit and have every intention of using it for your children but it just creates some legal ah obstacles. So that's I would say is the most unfortunate is when I see people unintentionally disinheriting people that they didn't mean to.


24:26.48

Rob

Um, but are better.


24:31.82

Dawn

Monsters.


24:37.75

Dawn

Wow. Can.


24:38.55

Rob

And you know what about you know nowadays. There's a lot more blended families than just a few years ago right and you have stepbrothers and sisters and aunts and uncles and partners and some married some I mean there's a whole you got everything now. Do you? How do you handle that.


24:43.66

Amanda Batsche

Yeah.


24:44.70

Dawn

Is not step up kind of.


24:51.45

Dawn

Yeah.


24:55.90

Rob

You know how does someone handle that it's a second marriage or something like that is it the same process. Do you take them through a different processor.


25:03.20

Amanda Batsche

It's the same process. They just have more options when they design their plan and so it's thinking about how do we want to separate out different funds for different people. Um, and there's a lot of options that people just don't realize they have available to them and so it's definitely something that um.


25:05.56

Rob

Okay.


25:15.18

Rob

Are.


25:19.34

Dawn

Um, well and like we were thinking you know when we were going through it like we had to actually think of like what if I was gone and what if robber remarried like what happens to Ethan's part of the estate like these are these are things you have to think of I mean a lot of people would be like well I can't even.


25:19.43

Amanda Batsche

Is important to explore.


25:19.71

Rob

Yeah, yeah, ask.


25:30.99

Rob

I Get bored easily.


25:39.26

Dawn

Imagine getting remarried like that wouldn't even be an option. Well you have to think of if you did because then what happens is then your child possibly could be out of his estate money and it's you have to think about it and that's that's the great thing Amanda that that you do is you you.


25:50.46

Amanda Batsche

Ah.


25:58.87

Dawn

You get? you got us to think about all the different ways. Things could go up down sideways and and that type of thing and that's the great part about it. It's not just black and white. It's how do you want this to play out but you have to also think what if this happens this way. So.


26:03.47

Rob

Um.


26:16.26

Amanda Batsche

Absolutely.


26:18.29

Dawn

Amazing! Amazing yeah and I and I feel I mean honestly I feel that we got everything I mean really customized exactly what our thoughts and wishes are just just by Amanda you know us digging in and she's asking those hard questions and that type of thing.


26:36.50

Rob

Manhood.


26:36.84

Dawn

And the fun fact about all this is that we actually signed our estate plan right before we got onto a plane to go to Europe before Christmas which our listeners this is even funnier. Um, and and no I'm not making this up is actually Amanda was on. Um, a flight she was actually supposed to be on our flight going to another part of Europe for Christmas but we were both on the same flight returning from europe so totally funny. Total side note on that it was yeah but we made it because we're like wait a minute. Our attorney is on the same flight we you know.


27:02.79

Rob

Um, it's like a bad movie. But.


27:12.99

Dawn

Anyway, it was just a funny thing. But no, we we got that taken care of before we left on a trip and it was just very good peace of mind just sitting there on the plane going I know things are taken care of I know it's I know it's taken care of you know I've told the people that need to know what they need to know and so ah.


27:24.10

Rob

And he um.


27:24.51

Amanda Batsche

Yep.


27:28.16

Amanda Batsche

Exactly.


27:30.65

Dawn

Yes, that's just a side note that's the funny story of that. But um, yeah, we were. We were back? Yeah, we we saw you like up front and it was like but.


27:34.25

Amanda Batsche

Yeah I think you guys even saw us running through the airport with our 3 are all our bags and our 3 small children.


27:35.27

Rob

Yep, yeah, definitely That's always.


27:47.28

Dawn

We couldn't we were in the back of the line so we were like we couldn't even I mean and I wasn't going to be that person to yell I mean who who wants to you know who wants to be like oh my God I don't know that person they're yelling at me. So yeah, exactly ah boy.


27:58.98

Rob

Who's that crazy lady now want it makes you realize when you travel right? Okay, it's February I think we're all ready to go for see some sun or travel this year things are starting to open up a little bit is like hey get things in order things gonna happen life happens things happen. You know, um.


28:09.41

Dawn

Um, yep.


28:14.63

Rob

And take the time to get things in order. So you have your life plan ready So when it does happen. You're like I got a plan. It's kind of like an emergency fund right? You know when you need tires for the car or an oil change or the car breaks or something' like okay I've got a little bit of money I can deal with that instead of freaking out which we've all done but putting that together. Yep.


28:19.10

Dawn

Yeah.


28:19.36

Amanda Batsche

Exactly.


28:28.55

Dawn

Um.


28:28.74

Amanda Batsche

Yeah, exactly.


28:32.80

Rob

Definitely, so you know next? ah our listeners need to know how to get hold of you. How do we connect our listeners to you Amanda where can they find out more about you.


28:37.46

Dawn

This new.


28:38.29

Amanda Batsche

Yeah, well if you want to learn more about me, you can always go to my website which is ah batchy law dot com and my name is spelled can I spell it for you. It's B a t.


28:42.65

Dawn

Um, this is.


28:54.16

Rob

Um, please do.


28:54.61

Dawn

Go ahead.


28:58.10

Amanda Batsche

BATSCHE so it's german but we have a little bit of the South Texas tw to it and it's batchy ah batchy law um and when you go to the website. There is an on-demand webinar. So if people are thinking I want to learn more about this planning but I'm not ready to talk to a lawyer.


29:08.97

Rob

Um.


29:15.19

Amanda Batsche

They can watch the webinar and they will learn so much and really have a clear ah step on what they want to do next with their planning so the on demand webinars like I said it's on-de demand and it's always available and then you can also find me on socials. So I'm on Facebook and Instagram at batchy law.


29:26.60

Rob

Um.


29:32.54

Rob

Awesome! Awesome and we'll put all that information down in the show notes and the link so everybody can get to that. It's going to go out in in the emails and everything so we're excited to connect you to our listeners and customers and everybody. So yeah, we're so so fortunate you're here today on this icy cold day.


29:33.39

Amanda Batsche

So.


29:33.85

Dawn

Have it.


29:46.77

Dawn

So to never.


29:50.54

Rob

And to talk about long compliance see it's fun.


29:51.72

Amanda Batsche

Yeah, it is so much fun I Love it.


29:52.44

Dawn

Yes, it is but goes hand in hand. Yes, absolutely yes, you are very welcome. Thank you for coming.


29:56.85

Rob

It is and well thank you again? Yeah, thank you for for taking the time to be with us Amanda on the VanRein compliance podcast the show that secures the future of your business with a clear plan to reduce your risk and now it gives you a clear plan to reduce the risk of your life with Amanda.



30:15.91

Rob

There you go like that remember to like and subscribe listen to podcast and share share share once again, thank you Amanda and we'll talk to you'all next week bye bye