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 to navigate these pitfalls and secure their legacy.
Here are some of the topics covered:
• DIY Wills and Trusts
• Working with an Estate Planning Attorney to minimize taxes
• Who to choose as your executor or trustee
• How to plan for your digital assets
• Funding your revocable trust
• Minimizing delays and estate complications
Subscribe to the podcast and listen to past episodes where we dive deeper into some of the myths and topics covered in this episode.
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