• Common Estate Planning Mistakes & How To Avoid Them

  • Aug 19 2024
  • Length: 24 mins
  • Podcast

Common Estate Planning Mistakes & How To Avoid Them

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  • Summary

  • In this episode of the Ice Blue Money podcast, Greg, and Danny discuss the importance of estate planning in retirement. They debunk the misconception that estate planning is only for the wealthy and emphasize the need for everyone to have an estate plan. They highlight common estate planning mistakes, such as not updating the plan over time and failing to prepare for incapacity. The hosts also stress the importance of communicating with heirs and choosing the right executor or trustee. They conclude by discussing the significance of long-term care planning and special needs beneficiaries.
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