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7 Estate Planning Mistakes Florida Families Are Making in 2025 (And How to Fix Them)

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Manage episode 519907198 series 3393124
Content provided by Davies Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Davies Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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Are you one of the many Florida families making critical estate planning mistakes that could put your loved ones at risk? In this informative podast, we'll reveal the 7 big estate planning mistakes that Florida families are making in 2025. From outdated wills and trusts to inadequate guardianship designations, we'll cover the most common errors that can lead to financial losses, family conflicts, and even legal battles. Watch to learn how to protect your assets, ensure your wishes are respected, and create a lasting legacy for your loved ones. By avoiding these common estate planning mistakes, you can have peace of mind knowing that your family's future is secure. Whether you're just starting to plan or reviewing your existing estate plan, this podcast is a must-watch for any Florida family looking to safeguard their future.

https://tdwealth.net/7-estate-planning-mistakes-florida-families-are-making-in-2025-and-how-to-fix-them-2/

βœ… BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page

===========================================================

πŸ”΄ SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles

If you like the content, smash that like button! It tells Apple you were here, and the Apple algorithm will show the Podcast to others who may be interested in content like this. So, please hit that LIKE button!πŸ’₯

Website:

https://tdwealth.net

Social Media:

https://www.facebook.com/DaviesWealthManagement

https://twitter.com/TDWealthNet

https://www.linkedin.com/in/daviesrthomas

https://www.youtube.com/c/TdwealthNetWealthManagement

Davies Wealth Management

684 SE Monterey Road

Stuart, FL 34994

772-210-4031

DISCLAIMER

Davies Wealth Management makes content available as a service to its clients and other visitors, to be used for informational purposes only. Davies Wealth Management provides accurate and timely information, however you should always consult with a retirement, tax, or legal prof...

  continue reading

157 episodes

Artwork
iconShare
 
Manage episode 519907198 series 3393124
Content provided by Davies Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Davies Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Are you one of the many Florida families making critical estate planning mistakes that could put your loved ones at risk? In this informative podast, we'll reveal the 7 big estate planning mistakes that Florida families are making in 2025. From outdated wills and trusts to inadequate guardianship designations, we'll cover the most common errors that can lead to financial losses, family conflicts, and even legal battles. Watch to learn how to protect your assets, ensure your wishes are respected, and create a lasting legacy for your loved ones. By avoiding these common estate planning mistakes, you can have peace of mind knowing that your family's future is secure. Whether you're just starting to plan or reviewing your existing estate plan, this podcast is a must-watch for any Florida family looking to safeguard their future.

https://tdwealth.net/7-estate-planning-mistakes-florida-families-are-making-in-2025-and-how-to-fix-them-2/

βœ… BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page

===========================================================

πŸ”΄ SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles

If you like the content, smash that like button! It tells Apple you were here, and the Apple algorithm will show the Podcast to others who may be interested in content like this. So, please hit that LIKE button!πŸ’₯

Website:

https://tdwealth.net

Social Media:

https://www.facebook.com/DaviesWealthManagement

https://twitter.com/TDWealthNet

https://www.linkedin.com/in/daviesrthomas

https://www.youtube.com/c/TdwealthNetWealthManagement

Davies Wealth Management

684 SE Monterey Road

Stuart, FL 34994

772-210-4031

DISCLAIMER

Davies Wealth Management makes content available as a service to its clients and other visitors, to be used for informational purposes only. Davies Wealth Management provides accurate and timely information, however you should always consult with a retirement, tax, or legal prof...

  continue reading

157 episodes

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