Estate Planning Strategies and Common Mistakes

You can have a solid financial plan and a great estate plan—but if they aren’t aligned, neither may work as intended. Liz Meyer, JD, Heritage Financial’s Estate Planning Specialist, shares strategies to strengthen your estate plan, common mistakes, and answers the questions she hears most often.We cover:Why estate planning matters—both during your life and afterKey estate planning documentsHow beneficiary designations interact with your estate plan and can override your intentionsWhat is included in your taxable estate and ways to help reduce estate taxesThe annual gift exclusion—how it works and why it mattersWhat to know if you own property in multiple statesHow transparent you should be with your children and familyDon’t wait to protect what you’ve worked so hard for—your family, your future, and your peace of mind.Send your questions to [email protected], Visit us at www.heritagefinancial.net.And, don’t miss our free ebook and video course, How To Build Your Next Million—packed with expert insights on saving, investing, and protecting your wealth.