Ep 3: Legacy & Estate Planning

For most people, legacy planning is an uncomfortable conversation to have with their loved ones, but it is vital to get all the details squared away while you are still in good health. On today's show we discuss some common legacy and estate planning mistakes and how you may be able to avoid those with a proper plan in place.

Key Points:

0:29 - Common Mistakes

3:30 - Beneficiary Designations

7:39 - Important Documents You May Need

9:06 - Healthcare Power Of Attorney

9:47 - Name Contingent Beneficiaries

11:27 - Does Everyone Need A Trust?

15:10 - Legislative Risks

Contact:

Email: [email protected]

Call: 704-216-2260