Our 2 Cents

Episode 147: No Regrets! Don't Make These Estate Planning Mistakes


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We've got a great show for you this week! Steve and Gabriel share some common estate planning mistakes and what you can do to avoid them. This episode is an important one for anyone who wants to leave a legacy free from regret or legal turmoil. Click a link below to listen in now!

  1. No Regrets! Don't Make These Estate Planning Mistakes:
    • Failing to plan for expenses that can be foreseen—especially healthcare.
    • Failing to update beneficiary designations.
    • Failing to update your trust (or not having one at all).
    • Failing to communicate your wishes and intentions.
    • Transferring real estate while still living, instead of at death.
    • Failing to maximize your asset amounts.
...more
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