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EPISODE · Sep 7, 2023 · 27 MIN

Building An Estate Plan With No Regrets

from Retirement Pathfinder with Barbara Lane & Phil Guske · host Barbara Lane and Phil Guske

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 In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers.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.   Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A 15 Minute Consult: http://PathfinderChat.com  

Episode metadata supplied by the publisher feed · Published Sep 7, 2023

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Building An Estate Plan With No Regrets

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This episode was published on September 7, 2023.

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