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 In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers.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
2021 Tax Tips Recap
Mailbag Show
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Play Nice In Your Sandbox, Part 2
Play Nice In Your Sandbox, Part 1
A 5 Question Retirement Preparedness Quiz
What Retirees Should Know About Wills & Trusts
Retirement Concerns Of Baby Boomers
September Mailbag Show
20/20 Hindsight
Ticking Tax Time Bomb - With Jeffrey Levine Part 2
Ticking Tax Time Bomb - With Jeffrey Levine
Generosity And Prosperity With Dr. Neecie
The 5-Rule Market Crash Survival Guide
Planning For Widows With Dr. Kathleen Rehl, Part 2
Planning For Widows With Dr. Kathleen Rehl, Part 1
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Good Intentions, Wrong Advice
The CARES Act
The Worst Financial Product
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