There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
The Ticking Tax Time Bomb: Important Upcoming Webinar
Are Your Good Money Habits Holding You Back?
End of Year Financial Planning For 2023
Estate Planning Wisdom for Singles with Merrell Bailey (Part 2)
Estate Planning Wisdom with Merrell Bailey: From Pets to Passwords (Part 1)
Are There Universal Retirement Truths? Part 1
When It’s Time To Change Financial Advisors
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning Part 2
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 1
Longevity Planning: 3 Ways To Rethink Old Age and Retirement
Wine Pairings with Lee Pancake
Key Finance Decisions During Major Life Events
Cyber Security With Regine Bonneau, Part 2
Cyber Security With Regine Bonneau, Part 1
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Retirement Expenses For Which You Forgot To Plan
What’s Your Biggest Financial Fear?
Four Ways The SECURE Act 2.0 Might Impact You
Goals For The Year: Financial, Business and Personal Goals For 2023
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast