mistakes

Avoiding Critical Estate Planning Mistakes

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes.
Show Notes:
0:56 - In The News: How the stock market might react to the result of the upcoming election
5:27 - Avoiding Critical Estate Planning Mistakes
5:43 - Mistake #1: Not Planning Your Expenses In Retirement
7:17 - Mistake #2: Beneficiary Designations
10:01 - Mistake #3: Not Considering The Tax Implications Of Your Estate
13:25 - Mailbag Question from Helen: "Are there really no tax implications to rolling over the 401 (k)?"