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Episode 19: 5 Estate Planning Mistakes!

EPISODE · Feb 6, 2024 · 20 MIN

Episode 19: 5 Estate Planning Mistakes!

from Retire Early, Retire Now! · host Hunter Kelly

Send us Fan MailThe host, Hunter Kelly, discusses the top five estate planning mistakes and shares personal anecdotes and insights. He emphasizes the importance of having correct beneficiaries, funding trusts, choosing the right executor or trustee, discussing the estate plan with family members, and considering lifetime giving and charitable giving. The host also mentions the option of using donor-advised funds for charitable contributions. The episode concludes with a reminder that the podcast is for educational purposes only and encourages listeners to leave a review or share the episode with a friend.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

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Episode 19: 5 Estate Planning Mistakes!

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