The Most Common Estate Planning Mistakes (and How to Avoid Them)
Description
Could your estate plan cost your family money and stress?
This week, Paul and William talk with Jandy John, Estate and Trust Director at Concentra Trust, about common estate planning errors.
You’ll learn:
- How to properly choose your executor
- The hidden traps of joint accounts and beneficiary designations
- Why clear communication can save your family from conflict
- Essential estate planning strategies for business owners
- How to manage digital assets in your estate
Resources:
đź“ĄFree Download: How to Build Your Dream Retirement & Avoid 7 Common Mistakes That Can Derail It: https://www.westendwealth.com/build-your-retirement
Connect with Paul & William:
Book a free call: https://calendly.com/westendwealth/introcall
Facebook: West End Wealth Planning
The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
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