Month: March 2023

The 10 Biggest Estate Planning Mistakes (Ep. 8)

The 10 Biggest Estate Planning Mistakes (Ep. 8)

Estate planning isn’t a fun topic of conversation, but it’s more important than you might think. Don’t miss these 10 common mistakes.

In this episode, Adam Scott shares 10 of the most significant estate planning mistakes. He explains what they are and how to avoid them! He also drives the lessons home with a few stories about instances of these snafus.

Adam discusses: 

  • What the 10 biggest estate planning mistakes are
  • Why some of these mistakes are easily overlooked
  • Why the most important mistake to avoid is not having a trust
  • The pros and cons of B trusts
  • And more

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