Ep. 62 The Hidden Cost of Estate Planning Errors Then Joined by Shellee Howard from College Ready

Send us Fan MailIn this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s wealth for generations. Later in the episode, Mike and Maddie sit down with Shellee Howard, founder of College Ready, Certified Educational Consultant, and two-time bestselling author. Shellee shares how she guided her own four children, one a Harvard graduate, to graduate debt-free, and how she now helps families around the world navigate the complex world of college admissions and financial aid. Whether your child is in middle school, high school, or about to send off applications, this episode will help you make smarter, more confident college decisions.Wall Street Journal article: https://www.wsj.com/personal-finance/taxes/estate-taxes-portability-planning-mistakes-26111632?gaa_at=eafs&gaa_n=ASWzDAh4ABe7RUwCefArlc4WRH-DaE3FHzfoFogHGCAB4fVO7GDJQZ4eItEw&gaa_ts=68a48807&gaa_sig=taVvcCuHsvFdarXJVp5Ofj9x7e6lcfcWUAJDzPHlrN5Kg2UHNgbvaR2C1_GA22bmORuHGPUOsir_XPyoC_aL0g%3D%3D Connect with Shellee Howard30-minute discovery call with Shellee Collegereadyplan.info Empowereducation.worldThe College Admissions Plan Simplified by Shellee Howard How to Send Your Student to College Without Losing Your Mind or Your Money By Shellee Howard