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Simple Estate Plan Mistakes (And How to Fix Them)
In this episode of #advisedpodcast we dive deep into essential retirement planning tips to help pre-retirees avoid costly mistakes. Learn about the importance of **estate planning**, why every family needs a **will** or a **trust**, and how to fix common gaps like outdated documents and incorrect beneficiaries.
Key Take Aways:
✔️ Why 60-70% of families don't have an estate plan—and why YOU should.
✔️ The difference between a **will** and a **trust**, and how a trust can help you skip probate.
✔️ Easy fixes for mismatched or missing **beneficiaries** on 401(k)s, life insurance policies, and savings accounts.
✔️ How to keep your estate plan updated as life changes.
This guide is packed with actionable advice to secure your family's future, reduce stress, and ensure your wishes are honored. Whether you're preparing for retirement or already retired, these tips are crucial!
View all episodes
By Rick LuchiniIn this episode of #advisedpodcast we dive deep into essential retirement planning tips to help pre-retirees avoid costly mistakes. Learn about the importance of **estate planning**, why every family needs a **will** or a **trust**, and how to fix common gaps like outdated documents and incorrect beneficiaries.
Key Take Aways:
✔️ Why 60-70% of families don't have an estate plan—and why YOU should.
✔️ The difference between a **will** and a **trust**, and how a trust can help you skip probate.
✔️ Easy fixes for mismatched or missing **beneficiaries** on 401(k)s, life insurance policies, and savings accounts.
✔️ How to keep your estate plan updated as life changes.
This guide is packed with actionable advice to secure your family's future, reduce stress, and ensure your wishes are honored. Whether you're preparing for retirement or already retired, these tips are crucial!