))
Protecting Your Legacy With Smart Estate Planning
Manage episode 510140602 series 3378480
Content provided by Liz Whitteberry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Liz Whitteberry 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.
Estate planning isn’t just about legal documents; it’s about protecting your legacy, avoiding family conflict, and making sure your wishes are carried out. In this episode, Liz walks through several common estate-planning mistakes she sees in practice, from outdated beneficiary designations and unfunded trusts to how taxes and real-estate transfers can derail good intentions.
Here’s some of what we discuss in today’s show:
- Avoiding family conflict through clear communication
- Trusts vs. wills: privacy, speed, and the importance of funding your trust
- Establishing POAs early, waiting until a crisis often limits options
- Looking at your beneficiary designations on a regular basis
- Reducing taxes for your heirs
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
78 episodes
Share
