In today’s episode, I sit down with Peter Groffmann, an experienced estate and trust attorney, to discuss disinheritance, no-contest clauses, and strategies to avoid probate. Peter breaks down how to protect your estate, plan for the unexpected, and navigate family dynamics while preserving peace of mind for both seniors and their loved ones.

Throughout our conversation, Peter shares real-life stories from his practice, explains the importance of thoughtful estate planning, and provides guidance on choosing the right attorney. We also dive into trusts, wills, and practical steps to ensure your wishes are honored without unnecessary conflict or court involvement.

Timeline Summary

00:45 Introduction and Peter’s background

02:10 Disinheritance: Understanding the basics

04:20 No-contest clauses: How they work and why they matter

07:00 The psychology of disinherited heirs and estate contests

10:15 Real-life examples of disclaimers and estate planning mistakes

13:00 Wills vs. trusts: Benefits and when to use each

16:30 Avoiding probate: Cost, time, and emotional benefits

20:00 Choosing the right attorney: Specialization, focus, and word-of-mouth

24:15 Pitfalls of flashy websites and too many practice areas

27:45 How to communicate effectively with your attorney

30:00 Stories highlighting the importance of proactive planning

33:30 Practical steps for estate and trust planning

36:00 Encouraging clients to plan for both simple and complex estates

40:15 Final takeaway: Avoid probate and plan ahead

41:30 Contact information for Peter Groffmann and Leave The Key

5 Key Takeaways

Plan Ahead: Thoughtful estate planning prevents conflict and ensures your wishes are honored.

No-Contest Clauses Work: Providing a meaningful sum can deter disputes and protect your estate.

Trusts vs. Wills: Trusts can simplify distribution, avoid probate, and offer more control over assets.

Choose the Right Attorney: Focus on specialization, experience, and communication rather than flashy marketing.

Avoid Probate: Probate is costly, time-consuming, and emotionally draining—planning ahead saves money and stress.

Links & Resources

Peter Groffmann, Attorney

Phone: (631) 923-0940

Email: Peter@boyleesq.com

Website: boyleesq.com

Leave The Key – Senior Home Buying Service

Phone: (631) 388-7771

Website: leavethekey.com

Final Thoughts

If this conversation with Peter was as informative as it was for us, please take a moment to subscribe, review, and share this podcast. Peter’s insights into estate planning, disinheritance, and probate avoidance highlight the importance of careful preparation and thoughtful guidance. His advice helps seniors and families protect their legacies, maintain peace, and navigate complex legal processes with confidence.