The Messy Estate Plan

Episode 114 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "The Messy Estate Plan" was published on April 10, 2019 and runs 12 minutes.

April 10, 2019 ·12m · The Retirement Roadmap Podcast

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Summary

Making sure that your wishes are carried out is the foundation of any estate plan. This week we spend a little time discussing how the best of intentions can sometimes turn into unintended consequences. Take a few minutes to listen in on our conversation about how plans can inadvertently end up going off course. Paying attention to details can help ensure that the final stop on your Retirement Roadmap is what you intended for your heirs and loved ones. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.

Episode Description

Making sure that your wishes are carried out is the foundation of any estate plan. This week we spend a little time discussing how the best of intentions can sometimes turn into unintended consequences. Take a few minutes to listen in on our conversation about how plans can inadvertently end up going off course. Paying attention to details can help ensure that the final stop on your Retirement Roadmap is what you intended for your heirs and loved ones.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.

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