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.
