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.