“How To” Estate Planning Mistakes Video Library
These videos represent an easy “how to” guide when processing an estate plan. There are many common estate planning mistakes I have noticed through my years working with families and helping them create their estate plan & retirement plans. Over the course of all twelve videos, we will touch on Estate Planning, Healthcare, Retirement, Asset Planning, Inheritance Protection, Death Taxes, HIPPA and many other helpful considerations. Feel free to contact us with any questions you might have.
Estate Planning Mistake #1 Failing to Address Healthcare Decisions
Estate Planning Mistake #2 No Plan to Control Financial and Property Matters During Incapacity
Estate Planning Mistake #3 No Wealth Transfer Strategy
Estate Planning Mistake #4 Failure to Understand and Plan for Death Taxes