Estate Planning Mistakes That Could Cost Your Family episode artwork

EPISODE · Dec 19, 2025 · 14 MIN

Estate Planning Mistakes That Could Cost Your Family

from Optimize Your Retirement · host Daniel Razvi & Imran Razvi

Most advisors won’t talk taxes—and that leaves retirees vulnerable. In this episode, Daniel and Imran “Raz” Razvi explain the biggest estate planning mistakes they see every day, from bad trust advice to dangerous TikTok myths. Learn why tax planning, legal planning, and financial planning must work together—and how the right approach can save your family time, money, and stress. Schedule a free consultation at RiskFeesTaxes.com. That’s RiskFeesTaxes.com -- Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show & Hosts:Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi. The father and son team has a passion for guiding people toward financial freedom by helping individuals understand and reduce the three biggest retirement killers: risk, fees & taxes.

Episode metadata supplied by the publisher feed · Published Dec 19, 2025

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Estate Planning Mistakes That Could Cost Your Family

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This episode was published on December 19, 2025.

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