Costly Estate Planning Mistakes to Avoid – Part 2 – EP. 84 – Life’s Third Act

Subscribe: RSS

Join in as Attorney-CPA, Joe Cordell, continues his conversation about costly estate planning mistakes in part 2 of Life’s Third Act. In this episode, we’ll dive deeper into the nuances of estate planning, focusing on practical advice and relatable stories to help you navigate the ins and outs of this crucial process.

Discover the dos and don’ts that can make all the difference in protecting your family’s future and legacy. Mr. Cordell shares insights drawn from his experience, shedding light on the potential downfalls when it comes to wills, trusts, and other essential estate planning documents. Learn how to minimize estate taxes, ensure the right beneficiaries, and shield your assets from probate costs.

Through real-life examples, you’ll gain a clear understanding of why keeping your estate plan current is vital, given life’s ever-changing nature. Whether you’re just starting out or refining an existing plan, this episode will help you to gain the practical knowledge needed to make informed choices and provide a secure path for your loved ones’ future. Join us for another engaging discussion that brings the world of estate planning to a relatable and understandable level.

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