Home|Common Mistakes in Estate Planning – Part 1
Published On: November 16th, 2020

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Common Mistakes in Estate Planning – Part 1

Episode 10: Common mistakes in estate planning (Part 1 of 3)

  • Should you add your children on your real estate deed or bank accounts to avoid probate?
  • Is it a good idea to leave assets to one child for the benefit of a special needs child?
  • Updating beneficiaries on accounts after the death of a spouse

A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b