When it comes to leaving behind a financial legacy, not everyone makes it a priority. Those that do, however, need to put an estate plan in place that ensures their assets transfer to the people they choose. Eliminating these common mistakes is an important step in making that happen.
Show notes: https://thefinancialanswer.com/podcasts/critical-estate-planning-mistakes-you-need-to-avoid/
On This Episode:
0:44 – Recapping the Thanksgiving holiday.
1:28 – In the News: The market dipping some over a French digital tax. Here’s Nathan’s reaction.
3:57 – Confidence Corner – let’s talk about estate planning mistakes.
5:36 – We don’t plan for the foreseen expenses – like healthcare.
7:25 – Here’s how these expenses can really impact your estate.
8:28 – Update your beneficiary designations upon the ‘Five Ds’
11:07 – Many people transfer real estate while they’re still alive but that can cause some issues.
14:49 – We often overlook the tax implications that we’ll leave behind.
2021: This Is The Year (No Matter What)
Christmas Songs and Financial Planning
End of Year Financial Planning
Unreasonable Requests to Financial Advisors
An Election Conversation
Statistics on Saving and Investing
Mom’s Favorite Phrases And Financial Planning
Financial Planning By Profession
Don’t Assume When It Comes to Retirement
Dirty Little Secrets in the Financial World
Top 5 Types of Financial Risk
Industry Insights Amidst Coronavirus
Finding the Right Financial Advisor
Answering the Most Common IRA Questions
Are You Following Outdated Financial Rules?
Is the Customer Always Right?
How To Set Financial and Retirement Goals
Ben Franklin and Partial Freedom from COVID-19
Cleaning Your Financial Closet – Lockdown Edition
Coronavirus Aid - What You Need to Know About the CARES Act
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