The Biggest Estate Planning Mistake I See | Estate Planning TV 032
The Biggest Estate Planning Mistake I See
I am a huge golfer. HUGE.
And my enthusiasm for the sport tends to rub off on people. That means I get to hear about their lessons.
Remarkably, often their experience dovetails nicely with people’s meetings with estate planning attorneys.
A lot of jargon.
Too many possibilities. Too man options.
And THAT is your biggest estate planning mistake: getting too complicated to fast.
Your estate plan should be an ever evolving thing (it’s definitely not JUST a set of documents).
If you want the full scoop, listen to the podcast. Enjoy!
Hope this helps!
If you want to talk more, just click the link below and pick a time that works for you (in person or over the phone). I’d love to talk to you.