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EPISODE · Sep 7, 2023 · 15 MIN

Building An Estate Plan With No Regrets

from The Roth Guy with Jude Wilson · host Jude Wilson

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. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.   Contact: Website: https://centrusfs.com/podcast/   Call: 800-779-4592  

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Building An Estate Plan With No Regrets

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How long is this episode of The Roth Guy with Jude Wilson?

This episode is 15 minutes long.

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This episode was published on September 7, 2023.

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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. In this episode, we cover topics ranging from poor expense planning to...

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