Episode Synopsis "Estate Planning Failures"

If you are one of the millions of Americans who doesn’t have a will, trust, or other estate planning tool in place, your assets are left at the mercy of the laws of the state in which you live, which can lead to unintended costs, headaches, and conflicts for your loved ones. On this Best of MoneyTalk episode, we revisit a conversation with estate planning attorney and long time friend of the show, Paul Brule, to discuss some of the most common estate planning mistakes and how to avoid them. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Guest: Paul Brule; Original Air Date: 3/24/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.

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