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Estate Planning Mistakes You Need to Avoid
Manage episode 343300619 series 3402746
J’Neanne Theus에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 J’Neanne Theus 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Not everyone chooses to leave a financial legacy, but if you’re someone who would, then estate planning is crucial. Make it a part of the conversation when you’re working on retirement, but make sure you avoid these critical mistakes.
Show notes and additional resources: https://theuswealthadvisors.com/2020/01/estate-planning-mistakes-you-need-to-avoid/
Today's rundown:
0:56 – Happy New Year! How were the holidays?
4:08 – It’s a great time to start talking about your estate plan.
4:59 – How many of J’Neanne’s clients have an interest in leaving an estate?
6:39 – No matter what your plans are, you need to have a plan for your exit.
9:41 – First estate planning mistake: Failing to plan for expenses that can be foreseen, like healthcare.
12:14 – Second mistake: Failing to update beneficiary designations.
13:26 – J’Neanne shares a story of someone that didn’t finish updating his beneficiaries.
15:20 – Third mistake: Failing to take steps to avoid conflict between family and heirs.
17:55 – Fourth mistake: Transferring real estate while living rather than upon death.
20:35 – Final Mistake: Failing to consider the tax obligations of your estate.
23:10 – How often are you discussing estate planning with clients?
27:00 – Remember that your legacy doesn’t always have to be monetary.
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