On this episode of Boomer Time, I am going to tackle some simple shortcuts that folks often take thinking that they are doing just what I talked about – planning for their aging years but doing it by taking some shortcuts. I see a lot of folks taking these shortcuts – and I’m here to tell you today that these shortcuts can often lead to some major boo boos – or painful consequences. Often times – the ones involved don’t know or realize that until its too late. That’s why I think its worth sharing. There should be some very important takeaways for you today and I bet some of these will sound VERY familiar – maybe you have even done one of them.Make sure to stick with me because at the end I’m going to offer you some important and free resources that can help with your long-term care planning. So, spend the next 30 minutes with me. These are issues I want to tackle together as a community. I have already heard from some of you and I’m so glad to know that the podcast helps in your circumstances. I want to say hello to Stephanie in Utah. I hope all is going well with the transition that we talked about. And big hello to one of my favorite people in the world – Josh Robbins in Murfreesboro. Thanks for tuning in counselor and I would love to have him on the show. He is just great. If you are in Murfreesboro and looking for legal help – look up Josh Robbins. Maybe Josh will come on the show and can share some of his expertise. If you’re new to the show – reach out to me and tell me what you think. Ask me a question – maybe it will make a great next episode.
But here, we are talking about unintentional BIG BOO BOOs or mistakes that can cost you when it comes to simple shortcuts in your estate plan.


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