EPISODE · Oct 30, 2025 · 41 MIN
Estate Planning Failures
from Don Sowa's MoneyTalk · host Cumulus Providence
If you are one of the millions pof Americans who doesn’t have a will, trust, or other estate planning tool in place, your assets are left at the mercy of the laws of the state in which you live, which can lead to unintended costs, headaches, and conflicts for your loved ones. On this Best of MoneyTalk episode, we revisit a conversation with estate planning attorney and long time friend of the show, Paul Brule, to discuss some of the most common estate planning mistakes and how to avoid them. Hosts: Nathan Beauvais CFP®, CIMA®, CPWA® & Steven Beauvais; Special Guest: Paul Brule; Air Date: 10/24/2025; Original Air Date: 3/24/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
NOW PLAYING
Estate Planning Failures
No transcript for this episode yet
Similar Episodes
Jul 22, 2025 ·55m
Jul 15, 2025 ·47m
Jul 8, 2025 ·61m
Jun 17, 2025 ·43m