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Is Your Estate Plan Helping Or Hurting Your Family? episode artwork

EPISODE · Jul 1, 2026 · 31 MIN

Is Your Estate Plan Helping Or Hurting Your Family?

from The Jon Sanchez Show · host Sanchez Gaunt Capital Mgmt

More than half of American adults still don't have an estate plan, and many who do have one may be making costly mistakes they don't even realize. Today I'll discuss 12 of the most common estate planning mistakes I see, from outdated trusts and missing documents to beneficiary errors and choosing the wrong trustee. Plus, I'll invite you to a free educational webinar tonight where we'll take a deeper dive into protecting your family and everything you've built.

What this episode covers

More than half of American adults still don't have an estate plan, and many who do have one may be making costly mistakes they don't even realize. Today I'll discuss 12 of the most common estate planning mistakes I see, from outdated trusts and missing documents to beneficiary errors and choosing the wrong trustee. Plus, I'll invite you to a free educational webinar tonight where we'll take a deeper dive into protecting your family and everything you've built.

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Is Your Estate Plan Helping Or Hurting Your Family?

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Frequently Asked Questions

How long is this episode of The Jon Sanchez Show?

This episode is 31 minutes long.

When was this The Jon Sanchez Show episode published?

This episode was published on July 1, 2026.

What is this episode about?

More than half of American adults still don't have an estate plan, and many who do have one may be making costly mistakes they don't even realize. Today I'll discuss 12 of the most common estate planning mistakes I see, from outdated trusts and...

Can I download this The Jon Sanchez Show episode?

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