Wealthy Habits Podcast

Ep 26: Avoid These Critical Estate Planning Mistakes, Part 1


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Over the next two episodes, we’ll be talking about critical estate planning mistakes. We have six different critical mistakes we're going to talk about over this two episode series. We'll do three today and three in the next one

 

Read more and get additional resources here: https://www.truefinancialpartners.com/ep-26-avoid-these-critical-estate-planning-mistakes-part-1/ 

 

What we discuss on this show:

2:48 – Why estate planning is so important

4:54 – Failing to plan for foreseen expenses

7:37 – Not updating beneficiary designations

17:36 – Avoiding conflict and litigation

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Wealthy Habits PodcastBy Dave Elizondo

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