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Estate Planning Mistakes and Misunderstandings

Author
Patrick Cawley
Published
Wed 21 Feb 2024
Episode Link
https://rss.com/podcasts/laterinlifeplanningshow/1354756

When it comes to estate planning, people rarely understand the full scope of the project. They've seen gatherings on TV where there's a ceremonial reading of a will. Unless they've supported an aging parent, however, their understanding stops there. How do we protect the interests of each spouse's children in a blended marriage? What if everything I've spent decades earning and saving vanishes because of long-term care costs? My deed seems to be written in Greek -- do I even own this property?

There are so many questions to be answered to arrive at a good plan that will work for your family's unique circumstances. In this episode, the focus is on common mistakes and misunderstandings when it comes to critically important planning for the later years of life.


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