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How To Avoid Probate Court with Amanda Pierson

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Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 4

In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith speaks with Amanda Pierson, owner & attorney at Heights Law Group, a full service Estate Planning and Probate law firm.

Tune in to the episode to hear about:

  • Common estate planning mistakes that can leave your loved ones facing years of court involvement and unexpected costs

  • The importance of young families protecting their children’s inheritance and how to do it

  • The real difference between a will and a trust, and how each impacts the probate process

  • Why beneficiary designations on your accounts sometimes override your carefully crafted will

  • Digital and practical tools that can make estate planning easier for modern families—and what pitfalls you should watch out for

Learn more about Amanda Pierson:

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About “Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money”:

You bill in 6-minute increments. Let’s get you some of that time back. “Sidebar with a CFP®” is your space for candid conversations about life inside BigLaw—the real stuff they don’t teach in law school or show in recruiter brochures.

Hosted by Matt Smith, CFP® and founder of Concert Financial Planning, this show pulls back the curtain on what it actually feels like to climb the ranks, navigate transitions, and make big decisions in a high-stakes career.

You’ll hear from Partners, Associates, and experts across law and finance—each sharing stories, surprises, and strategies for building a life (and career) that works for you.

This isn’t a money podcast. It’s a life-in-BigLaw podcast—with a CFP® in the host chair.

Watch or listen to more episodes of Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money:

Connect and learn more from your host, Matt Smith and Concert Financial Planning: