EPISODE · Aug 28, 2025 · 8 MIN

The Hidden Dangers of DIY Estate Plans

from Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives · host Nancy Boisvert

DIY estate planning may sound like a smart, cost-saving move - but it can create more problems than it solves. In this episode, Certified Executor Advisor Nancy Boisvert explains the hidden risks of DIY wills and trusts, shares real-world examples of costly mistakes, and explores when tools like alter ego trusts make sense (and when they don’t).Estate planning is about more than documents; it’s about protecting your legacy.Read the article or watch the video.Learn more at https://nexsteps.ca/#DIYestateplanning #EstatePlanning #LegacyPlanning#ExecutorAdvisor #AvoidProbate #nexsteps

Episode metadata supplied by the publisher feed · Published Aug 28, 2025

Embed this episode

Attribution link and audio player

NOW PLAYING

The Hidden Dangers of DIY Estate Plans

0:00 8:21

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Wild WinsDay Wild WinsDay Pump the hump with WILD WINSday 🐪💪: Your 3-minute weekly video boost for leadership, sales, marketing, and business breakthroughs to WIN the day!

Frequently Asked Questions

How long is this episode of Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives?

This episode is 8 minutes long.

When was this Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives episode published?

This episode was published on August 28, 2025.

Can I download this Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!