The Estate Planning Problem: Why Having a Plan Is Only Half the Battle w/ Anne Rahmeier

Estate planning is one of those things everyone knows they should do and most people keep putting off. But what happens when you finally do it and still get it wrong?In this episode, Tom sits down with estate planning attorney Anne Rahmeier to walk through the five most common mistakes she sees in her practice. Whether you are just starting to think about your estate plan or have not reviewed yours in years, this conversation will give you the clarity to actually move forward.Anne brings a rare combination of legal expertise and a genuine educator's heart. After more than a decade in the classroom, she now applies that same approach to helping families get their affairs in order before life gets complicated.What you will learn:Why hiring an attorney is not enough and you have to follow through on funding your trustThe real problem with online estate planning tools (hint: it is not the software)Why your estate plan should not look like your neighbor'sThe ancillary documents most people skip and why they may matter more than your willHow often to review your documents and what life events should trigger an updateThis episode is especially relevant for sandwich generation families navigating their own financial lives while keeping an eye on aging parents.Anne Rahmeier practices estate planning law in the Kansas City at Weese Rahmeier This episode is for informational purposes only and is not tax, legal, or investment advice. Please consult qualified professionals before making any financial decisions.