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Today we take a different approach, looking at what NOT to do. Specifically, we will talk through 7 mistakes people make to accidentally invalidate their will.
When it comes to your will, it's OK if you didn't "get it right" the first time, just as long as we have it right IN time, as there are no do-overs once you're gone.
Schedule an Intro Call with Loren
Resources mentioned on today's show:
Legal Docs Review
What is a Fiduciary?
About Me
Podcast Page
For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch
You can also find Loren at [email protected]
Additional Resources Discussed on the Show
Healthy, Wealthy, & Wise YouTube
By Loren Sherman5
1111 ratings
Today we take a different approach, looking at what NOT to do. Specifically, we will talk through 7 mistakes people make to accidentally invalidate their will.
When it comes to your will, it's OK if you didn't "get it right" the first time, just as long as we have it right IN time, as there are no do-overs once you're gone.
Schedule an Intro Call with Loren
Resources mentioned on today's show:
Legal Docs Review
What is a Fiduciary?
About Me
Podcast Page
For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch
You can also find Loren at [email protected]
Additional Resources Discussed on the Show
Healthy, Wealthy, & Wise YouTube

3,213 Listeners

454 Listeners