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The Roth Guy with Jude Wilson

The Roth Guy with Jude Wilson

Business:Investing

Building An Estate Plan With No Regrets

Building An Estate Plan With No Regrets

2023-09-07
Download

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 In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers.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

 

view more

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