We’re excited to introduce you to “The Patient Physician”, a podcast providing a space for doctors to explore their physical, mental, and financial wellness.
Welcome to The Patient Physician, a space for doctors to explore their physical, mental, and financial wellness. Your peers and industry leaders will destigmatize institutional perceptions while redefining success, money, and personal care. Get ready to pull back the curtain – because here you are both patient and physician.
Estate planning isn’t just about deciding who gets your stuff when you die. For modern families, it can involve blended families, prenups and postnups, minor children, incapacity planning, beneficiary designations, and decisions that can have very different consequences depending on where you live. Hear from estate attorney Brooke Hardie for a practical conversation about the estate-planning decisions families often overlook—and the mistakes that can become costly later.
Brooke explains the differences between wills and revocable living trusts, including how probate can work differently in states such as Texas, California, and New York. She also explains how prenups and postnups can clarify separate and community property and why your beneficiary designations need to work with the rest of your estate plan. The conversation goes beyond wills and trusts to cover trusts for children, executor and trustee responsibilities, guardianship, incapacity documents, special-needs planning, and the important documents young adults should have when they turn 18. Brooke also shares her passion for legal literacy and her mission to make estate-planning concepts easier for families to understand.
MEET OUR GUEST: BROOKE HARDIE, ESQ
When Brooke started her law firm years ago from a tiny office with a card table, a chair, a phone and used copy of the Texas Probate Code, she’d never have guessed that the firm would ultimately grow to its current size and caliber. But the longer her short commute became, Brooke came to realize that as the Austin area continued to grow, it was imperative that she cultivate a team that is unique, gifted and hard-working in order that the firm could serve more people in the community.
Enter Riley Alcozer and all of the other wonderful Hardie Alcozer team members. Having some of Austin’s finest talent show up at the office every day has allowed Brooke to become more available to mentor the firm’s younger attorneys and consult on the trickier client matters while maintaining her own client base. And she’s now teaching legal basics to the rest of us through her podcast, Life is Legal.
Brooke makes the law accessible to the non-lawyer. ⚖️ Follow @brookehardielawyer on IG for her entertaining adulting basics videos.
Brooke Hardie’s Practice Areas: Estate Planning, Probate & Estate Administration Education: J.D., University of Houston Law Center and B.A., University of Texas at Austin Bar Admissions: Texas
TIME STAMPS:
00:00 Welcome & The Estate Planning Checkup
01:09 Meet Brooke Hardie, Esq.
03:06 Brooke’s Lawyer Origin Story
07:43 Estate Planning for Modern Families
09:40 Prenups, Postnups & Property Rules
12:49 Wills vs. Revocable Trusts
19:32 When Should You Update Your Estate Plan?
22:23 Common Estate Planning Myths
25:39 Trusts for Protecting Kids & Their Inheritance
32:17 Executor vs. Trustee
33:35 Estate Planning Essentials Beyond the Will
37:16 Why Minor Children Shouldn’t Be Named Directly
38:17 An Intestacy Cautionary Tale
41:28 A Special-Needs Trust Pitfall
43:36 Making Time to Plan
47:38 Online Documents vs. an Estate Attorney
50:08 When Do You Need an Attorney?
52:23 One Bite at Probate
55:01 Making Guardianship Decisions
56:13 Essential Documents for 18-Year-Olds
59:17 The Sandwich Generation
01:02:27 Why Estate Planning Can Feel Good
01:03:19 Fair vs. Equal Inheritance
01:04:49 Brooke’s Legal Literacy Mission
01:07:51 The Meaning of “Patient Physician”
01:12:10 Closing Thoughts & Thanks
This episode is for educational purposes only and is not legal advice. Estate-planning laws vary by state and individual circumstances. Consult a qualified attorney regarding your specific situation.
Please email questions or show ideas to info@physiciansrs.com.
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This podcast is a few years in the making; Paul Smith and Chris Fullbright are excited to kick off season one with dynamic conversations with guests like Dr. Thomas Blackwell, the Associate Dean for Graduate Medical Education and Professor of General Internal Medicine at the University of Texas Medical Branch, and Glenda Mutinda, PhD, who serves as the Director of Interprofessional Well-Being at JPS Health Network.
Each episode is designed to challenge institutional perceptions while redefining success, money, and personal care. We hope you’ll listen and subscribe to The Patient Physician.
Rating and reviewing the podcast on iTunes or Apple Podcasts will help other doctors find these valuable discussions. And if you have a story to share or a physician to nominate to be featured on an upcoming episode, connect with our podcast producer here.
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L to R: Chris Fullbright, Donna Lee, and Paul Smith at the Stand Up to Cancer Comedy Event
Donna Lee performing at the Stand Up to Cancer Comedy Event in Austin, TX. Donna is Director of Business Development & Marketing at NAU Urology Specialists and is featured on season one of The Patient Physician.
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