Episode Synopsis "Estate Planning Mistakes"

Let’s be honest, none of us like thinking about our mortality, and unfortunately this can lead to procrastination with addressing important estate planning matters. Donna and Nathan discuss some of the more common estate planning mistakes and some simple steps you can take ensure that your assets are protected for the long haul. Also on MoneyTalk, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/25/2024. 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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