Avoiding Critical Estate Planning Mistakes

What this episode covers

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. Show Notes: 0:56 - In The News: How the stock market might react to the result of the upcoming election 5:27 - Avoiding Critical Estate Planning Mistakes 5:43 - Mistake #1: Not Planning Your Expenses In Retirement 7:17 - Mistake #2: Beneficiary Designations 10:01 - Mistake #3: Not Considering The Tax Implications Of Your Estate 13:25 - Mailbag Question from Helen: "Are there really no tax implications to rolling over the 401 (k)?"

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Frequently Asked Questions

How long is this episode of Financial Choices Matter?

This episode is 17 minutes long.

When was this Financial Choices Matter episode published?

This episode was published on November 21, 2019.

What is this episode about?

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. Show Notes: 0:56 - In The News: How the stock market might react to the...

Can I download this Financial Choices Matter episode?

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