Legacy planning is more than just deciding who gets what—it's about making things easier for your loved ones and making sure your wishes are honored. This episode walks through five common estate planning mistakes that can cause stress, confusion, and financial problems down the road. We talk about the power of updating your beneficiaries, why having a will or trust matters, and how to make sure your spouse is taken care of if something happens to you.This episode covers topics like estate planning, l...
Legacy planning is more than just deciding who gets what—it's about making things easier for your loved ones and making sure your wishes are honored. This episode walks through five common estate planning mistakes that can cause stress, confusion, and financial problems down the road. We talk about the power of updating your beneficiaries, why having a will or trust matters, and how to make sure your spouse is taken care of if something happens to you.
This episode covers topics like estate planning, legacy planning, retirement planning, wills and trusts, beneficiary designations, powers of attorney, Social Security planning, and more—so you can plan with confidence and achieve peace of mind.
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Loren Merkle
CFP®, RICP®, Certified Financial Fiduciary®
https://merkleretirementplanning.com/staff-members/loren-merkle/
Chawn Honkomp
CFP®, RICP®, Certified Financial Fiduciary®, CPA®
https://merkleretirementplanning.com/staff-members/chawn-honkomp/
Molly Nelson
Host of Retiring Today with Loren Merkle
https://merkleretirementplanning.com/staff-members/molly-nelson/
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