There are some people who don't care at all about leaving a financial legacy, but for those who do, it's important to eliminate some of the common estate planning mistakes.

In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate.

If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.

Here's some of what we discuss in this episode:

0:00 – Intro

1:42 – Failing to plan for expenses that can be foreseen

6:35 – Long term care can deplete retirement

8:03 – Failing to update beneficiary designations

10:34 – Taking steps to avoid conflict with heirs and family

13:55 – Transferring real estate while living instead of at death

16:36 – Tax implications of your estate

19:24 – Two-minute drill

Get in touch:

Website: http://mearsmoney.com/

Phone: 661-775-3704