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Avoiding Estate Planning Mistakes, Part 2
Bruce Hosler and Jon Gay list eight mistakes in the second half of our 2-part series on Avoiding Estate Planning Mistakes. They include:
- Failing to establish an estate plan.
- Failing to fund your trust.
- Failing to update beneficiary designations after life changes.
- Failing to plan for estate taxes, gift taxes, and a taxable estate.
- Annual gift tax exemption mistakes (gift-spitting).
- Improper titling (Community property states, including Arizona).
- "Do-It-Yourself" children that don't seek professional guidance.
- Not knowing the newest inherited IRA rules under SECURE Act 2.0.
After you hear how costly these mistakes can be, you'll want to steer clear of all of them.
For more information about anything related to your finances, contact Bruce Hosler and the team at Hosler Wealth Management: Visit us online at https://www.hoslerwm.com/
Contact Our Team: https://hoslerwm.com/contact-us/
Or call them in their Prescott office at (928) 778-7666 or their Scottsdale office at (480) 994-7342.
For more podcast episodes, visit our podcast website at https://hoslerwm.com/protectingwealthpodcast/
Limitation of Liability Disclosures: https://www.hoslerwm.com/disclosures/
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Copyright © 2022-2026 Hosler Wealth Management | All Rights Reserved.
Produced by JAG Podcast Productions - www.jagpodcastproductions.com.
#ProtectingWealthPodcast #ProtectingandPreservingWealthPodcast #HoslerWealthManagement #BruceHosler
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By Bruce HoslerBruce Hosler and Jon Gay list eight mistakes in the second half of our 2-part series on Avoiding Estate Planning Mistakes. They include:
- Failing to establish an estate plan.
- Failing to fund your trust.
- Failing to update beneficiary designations after life changes.
- Failing to plan for estate taxes, gift taxes, and a taxable estate.
- Annual gift tax exemption mistakes (gift-spitting).
- Improper titling (Community property states, including Arizona).
- "Do-It-Yourself" children that don't seek professional guidance.
- Not knowing the newest inherited IRA rules under SECURE Act 2.0.
After you hear how costly these mistakes can be, you'll want to steer clear of all of them.
For more information about anything related to your finances, contact Bruce Hosler and the team at Hosler Wealth Management: Visit us online at https://www.hoslerwm.com/
Contact Our Team: https://hoslerwm.com/contact-us/
Or call them in their Prescott office at (928) 778-7666 or their Scottsdale office at (480) 994-7342.
For more podcast episodes, visit our podcast website at https://hoslerwm.com/protectingwealthpodcast/
Limitation of Liability Disclosures: https://www.hoslerwm.com/disclosures/
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Copyright © 2022-2026 Hosler Wealth Management | All Rights Reserved.
Produced by JAG Podcast Productions - www.jagpodcastproductions.com.
#ProtectingWealthPodcast #ProtectingandPreservingWealthPodcast #HoslerWealthManagement #BruceHosler