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Are You Overlooking These Estate Plan Pitfalls?

EPISODE · Jan 21, 2025 · 15 MIN

Are You Overlooking These Estate Plan Pitfalls?

from Successfully Retired · host Hamilton Brandenburg

In this episode, my guest and fellow financial planner Rick Luchini and I dive into the common—and often costly—mistakes people make when it comes to estate planning. From forgotten beneficiary updates on life insurance and 401(k)s to the crucial step of funding a trust, we share real-world examples of how a small oversight can create big problems for your loved ones. Plus, we discuss why your estate plan needs to evolve as your life does, and how a little proactive effort today can save headaches tomorrow. Whether you're nearing retirement or just getting started, this episode is packed with practical advice to ensure your estate plan works the way you want it to!

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Are You Overlooking These Estate Plan Pitfalls?

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How long is this episode of Successfully Retired?

This episode is 15 minutes long.

When was this Successfully Retired episode published?

This episode was published on January 21, 2025.

What is this episode about?

In this episode, my guest and fellow financial planner Rick Luchini and I dive into the common—and often costly—mistakes people make when it comes to estate planning. From forgotten beneficiary updates on life insurance and 401(k)s to the crucial...

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