Four Important Estate Planning Mistakes To Avoid

Four Important Estate Planning Mistakes To Avoid

Financial Truths with David Wilson

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David Wilson walks us through the four most important estate planning mistakes you need to avoid. He often is able to spot common trustee problems within a family and times when beneficiary designations are out of whack. Sometimes people make the mistake of making their trust the primary beneficiary of their 401k or IRA. Plus, don't just give your stock or real estate without a proper plan. David will share a story with us where he saw that mistake cost someone thousands and thousands of dollars and it could have all been avoided with a proper plan. The time to start preparing your estate plan is now, so don't wait to listen to this week's podcast.
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David Wilson walks us through the four most important estate planning mistakes you need to avoid. He often is able to spot common trustee problems within a family and times when beneficiary designations are out of whack. Sometimes people make the mistake of making their trust the primary beneficiary of their 401k or IRA. Plus, don't just give your stock or real estate without a proper plan. David will share a story with us where he saw that mistake cost someone thousands and thousands of dollars and it could have all been avoided with a proper plan. The time to start preparing your estate plan is now, so don't wait to listen to this week's podcast.
...Read More