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Estate Planning Mistakes to Avoid [Episode 111]
Attorney-CPA Joe Cordell and co-host Susan Arthur identify
some of the missteps that people make in their estate planning and highlight
methods of avoiding these mistakes. They talk about the legal side of facing
disasters when traveling with loved ones and how contingent agents and contingent
trustees can be beneficial in times of crisis.
Joe and Susan talk about the challenges involved in leaving
assets to minors and the importance of specific language in legal documents, as
well as the implementation of trustees, in order to ensure the asset be
maintained until the minor is of a specified age.
Joe and Susan discuss how marriage and prenuptial agreements
can factor into the protection of assets and estate planning. They discourage
only naming one person in your estate planning documents and emphasize the
importance of including a residuary clause. Joe also highlights the importance
to include advanced health care directives that reflect your wishes.
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By Life's Third Act
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Attorney-CPA Joe Cordell and co-host Susan Arthur identify
some of the missteps that people make in their estate planning and highlight
methods of avoiding these mistakes. They talk about the legal side of facing
disasters when traveling with loved ones and how contingent agents and contingent
trustees can be beneficial in times of crisis.
Joe and Susan talk about the challenges involved in leaving
assets to minors and the importance of specific language in legal documents, as
well as the implementation of trustees, in order to ensure the asset be
maintained until the minor is of a specified age.
Joe and Susan discuss how marriage and prenuptial agreements
can factor into the protection of assets and estate planning. They discourage
only naming one person in your estate planning documents and emphasize the
importance of including a residuary clause. Joe also highlights the importance
to include advanced health care directives that reflect your wishes.