A Matter of Trust

Common Mistakes in Estate Planning - Part 3

Episode Summary

Episode 12: Common Mistakes in Estate Planning - Part 3 • Have you accounted for your business interests in your estate plan? • Have you documented your wishes in writing? • Planning for minor children and young adults • Pitfalls of not having an estate plan

Episode Notes

Episode 12: Common Mistakes in Estate Planning - Part 3

• Have you accounted for your business interests in your estate plan?
• Have you documented your wishes in writing?
• Planning for minor children and young adults
• Pitfalls of not having an estate plan

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