Most people avoid the topic of estate planning until it is too late, especially when it comes to their parents' affairs.

But failing to have this conversation can lead to family conflict, avoidable taxes, and costly legal messes.

In this episode, we tackle one of the most overlooked responsibilities of Gen X: helping your parents get their estate plan in order.

We break down the most common mistakes, such as outdated wills, joint accounts gone wrong, poor executor choices, and unequal inheritances that create family tension.

We also share practical steps for starting the conversation and helping your parents avoid the pitfalls that can unravel even the best-laid plans.

Resources:

📥Free 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

LinkedIn: Paul Barreca

LinkedIn: William Barreca

Facebook: West End Wealth Planning

X: William Barreca

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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