Home|Common Mistakes in Estate Planning (Part 2 of 3)
Published On: December 15th, 2020

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Common Mistakes in Estate Planning (Part 2 of 3)

Episode 11: Common mistakes in estate planning (Part 2 of 3)

  • Importance of reviewing and updating estate planning documents over time and the reasons why
  • Have you informed the people you have named in estate plan and told them where you keep your estate planning documents?
  • Importance of making a list of your assets and accounts

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