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Avoiding Critical Estate Planning Mistakes


On This Episode:

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes.

Show Notes:

0:56 - In The News: How the stock market might react to the result of the upcoming election

5:27 - Avoiding Critical Estate Planning Mistakes

5:43 - Mistake #1: Not Planning Your Expenses In Retirement

7:17 - Mistake #2: Beneficiary Designations

10:01 - Mistake #3: Not Considering The Tax Implications Of Your Estate

13:25 - Mailbag Question from Helen: "Are there really no tax implications to rolling over the 401 (k)?"