DiscoverA Wiser Retirement®314. The Simple Estate Planning Error That Could Hurt Your Family
314. The Simple Estate Planning Error That Could Hurt Your Family

314. The Simple Estate Planning Error That Could Hurt Your Family

Update: 2025-11-16
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In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta discuss a real-life story that shows how one overlooked detail can lead to heartbreaking consequences for a family.

Related Podcast Episodes: 

Ep 295: What Happens If You Die Without a Will? The Legal Nightmare

Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning?

Ep 233: How Second Marriages and Blended Families Impact Estate Planning

Related Financial Education Videos:

Prevent Family Conflict with Legacy Planning 

Does inheritance count as income? 

Other Links:

AG Law

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This podcast was produced by Wiser Wealth Management. Thanks for listening!

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314. The Simple Estate Planning Error That Could Hurt Your Family

314. The Simple Estate Planning Error That Could Hurt Your Family

Wiser Wealth Management