9 Estate Planning Mistakes and How to Avoid Them (Ep.13)

from A Life Well Lived: Grow, Preserve and Transfer Your Wealth · host Ken Ouellette

Have you started your estate planning? Without the help of a specialist to guide you through the planning process, it’s possible to make some mistakes along the way. In this episode, Ken Ouellette identifies nine estate planning mistakes and shares some advice on how you can avoid them. Ken discusses: How estate taxes have changed over time The mistake of delaying your planning A TOD (transfer on death) account and the issues with it Not accounting for a beneficiary divorce The mistake of not having a spillover will And more Connect with Ken Ouellette: Orca Wealth Management Book An Appointment LinkedIn: Ken Ouellette Facebook: Ken Ouellette Twitter: Ken Ouellette Instagram: Orca Wealth Management YouTube: Orca Wealth Management

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This episode is 37 minutes long.

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This episode was published on October 11, 2022.

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