Estate Planning Mistakes: Part I – EP. 35 – Life’s Third Act

30/08/2022 47 min

Listen "Estate Planning Mistakes: Part I – EP. 35 – Life’s Third Act"

Episode Synopsis

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to discuss some of the most common mistakes people make when putting together an estate plan. Ms. Windsor discusses failing to communicate a complicated family situation with your estate planning attorney, adding children as joint owners instead of beneficiaries […]

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