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7 Common Mistakes to Avoid When Creating your Estate Plan
Manage episode 397573669 series 2954717
İçerik Tammi Caress tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Tammi Caress veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In this episode, we explore the intricacies of estate planning and highlight seven common mistakes individuals often make when crafting their estate plans. From procrastination to neglecting digital assets, our discussion aims to empower listeners with the knowledge to navigate these pitfalls and secure their legacy.
In this episode you will learn from the mistakes of others and be given tools to prevent making similar mistakes yourself. Here are some of the topics covered:
• DIY Wills and Trusts
• Working with an Estate Planning Attorney to minimize taxes
• Who to choose as your executor or trustee
• How to plan for your digital assets
• Funding your revocable trust
• Minimizing delays and estate complications
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Tune in to safeguard your assets and ensure your wishes are honored in this crucial aspect of Estate planning.
Connect with Tammi Caress
https://www.linkedin.com/in/caresslaw/
Tammi Caress is the founder of Caress Law, PC, a boutique estate planning, probate, and trust administration firm servicing clients in Oregon and Washington. After 20 years of practice, Tammi shares real-life mistakes her clients have made that cost them time, money, and peace of mind.
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