Ep. 184 Wills, Trusts & Big Mistakes: What Most People Get Wrong About Estate Planning

Estate planning is one of the most important—and most overlooked—components of a sound financial plan. In this episode, Patti Brennan and Chief Planning Officer Eric Fuhrman dive into the biggest misconceptions they see every day, from outdated documents and rigid trusts to costly beneficiary oversights and changes in tax law. Whether you have $20 or $200 million, this conversation offers practical insight and real-life stories that underscore why a well-crafted estate plan isn't just about transferring wealth—it's about protecting the people and causes you care about most.