Episode 19: 5 Estate Planning Mistakes!

Episode 19 of the Retire Early, Retire Now! podcast, hosted by Hunter Kelly, titled "Episode 19: 5 Estate Planning Mistakes!" was published on February 6, 2024 and runs 20 minutes.

February 6, 2024 ·20m · Retire Early, Retire Now!

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Summary

Send us Fan Mail The host, Hunter Kelly, discusses the top five estate planning mistakes and shares personal anecdotes and insights. He emphasizes the importance of having correct beneficiaries, funding trusts, choosing the right executor or trustee, discussing the estate plan with family members, and considering lifetime giving and charitable giving. The host also mentions the option of using donor-advised funds for charitable contributions. The episode concludes with a reminder that the pod...

Episode Description

Send us Fan Mail

The host, Hunter Kelly, discusses the top five estate planning mistakes and shares personal anecdotes and insights. He emphasizes the importance of having correct beneficiaries, funding trusts, choosing the right executor or trustee, discussing the estate plan with family members, and considering lifetime giving and charitable giving. The host also mentions the option of using donor-advised funds for charitable contributions. The episode concludes with a reminder that the podcast is for educational purposes only and encourages listeners to leave a review or share the episode with a friend.

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