In this episode, we explore the intricacies of estate planning and highlight seven common mistakes individuals often make when crafting their estate plans. From procrastination to neglecting digital assets, our discussion aims to empower listeners with the knowledge...
Planning for a future of unknowns is the goal for everyone when they are crafting an effective estate plan. And when planning for how you want to distribute your assets to your loved ones, estate taxes can significantly impact the wealth you pass on. By considering a...
Taylor Swift’s song “Anti-Hero” reveals much about the singer’s anxieties and insecurities but buries the truth on estate planning legislation. After describing all the ways that she’s the problem (and the many ways this torments her), Swift shares, I have this dream...
A trust can be a great way to ensure that a person’s assets are managed effectively after they pass—without having to go through the laborious probate process. The actual course of administering the trust, though, is not without its own complications. While many...
As part of your estate plan, you may decide to establish a trust in order to pass some or all of your personal assets to your loved ones once you pass. But a trust only covers what you actually transfer into it… If you forget to include anything or purposely leave...
![[Episode 13] 7 Common Mistakes to Avoid When Creating Your Estate Plan](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/01/Episode13_hand-filling-document-closeup-1080x675.jpeg)
