Costly Estate Planning Mistakes to Avoid – Part 1 – EP. 83 – Life’s Third Act

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Join us for part 1 of this Life’s Third Act episode, where Attorney-CPA Joe Cordell shares tips to avoid common estate planning mistakes. Discover the do’s and don’ts that will help to protect your family’s future and legacy.

Learn about potential downfalls in creating wills, trusts, and other crucial estate planning documents. Mr. Cordell offers insights on minimizing estate taxes, ensuring proper beneficiary designations, and protecting assets from probate costs.

Through real-life examples of estate planning mishaps, Life’s Third Act is here to help you understand the importance of regular updates to your estate plan to adapt to changing circumstances. Whether you’re starting your estate plan or improving an existing one, tune in for valuable knowledge to make informed decisions and secure a future for your loved ones.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Click: https://tuckerallen.com/ Call: 314-335-1100