Avoiding Critical Estate Planning Mistakes episode artwork

EPISODE · Nov 21, 2019 · 17 MIN

Avoiding Critical Estate Planning Mistakes

from Financial Choices Matter · host Charles Scott

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)?"

Episode metadata supplied by the publisher feed · Published Nov 21, 2019

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Avoiding Critical Estate Planning Mistakes

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