A Matter of Trust

Common Mistakes in Estate Planning - Part 2 of 3

Episode Summary

Episode 11: Common Mistakes in Estate Planning (Part 2 of 3) • Importance of reviewing and updating estate planning documents over time and the reasons why • Have you informed the people you have named in estate plan and told them where you keep your estate planning documents? • Importance of making a list of your assets and accounts

Episode Notes

Episode 11: Common Mistakes in Estate Planning (Part 2 of 3)

• Importance of reviewing and updating estate planning documents over time and the reasons why
• Have you informed the people you have named in estate plan and told them where you keep your estate planning documents?
• Importance of making a list of your assets and accounts

A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b