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Home|Common Mistakes in Estate Planning – Part 3
Published On: January 19th, 2021

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Common Mistakes in Estate Planning – Part 3

Episode 12: Common Mistakes in Estate Planning – Part 3

  • Have you accounted for your business interests in your estate plan?
  • Have you documented your wishes in writing?
  • Planning for minor children and young adults
  • Pitfalls of not having an estate plan

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