Episode 10: Common mistakes in estate planning (Part 1 of 3)
• Should you add your children on your real estate deed or bank accounts to avoid probate?
• Is it a good idea to leave assets to one child for the benefit of a special needs child?
• Updating beneficiaries on accounts after the death of a spouse

Episode 10: Common mistakes in estate planning (Part 1 of 3) • Should you add your children on your real estate deed or bank accounts to avoid probate? • Is it a good idea to leave assets to one child for the benefit of a special needs child? • Updating beneficiaries on accounts after the death of a spouse

Common Mistakes in Estate Planning - Part 1

A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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Common Mistakes in Estate Planning - Part 1

Common Mistakes in Estate Planning - Part 1

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