Protecting Your Legacy With Smart Estate Planning

02/10/2025 19 min
Protecting Your Legacy With Smart Estate Planning

Listen "Protecting Your Legacy With Smart Estate Planning"

Episode Synopsis

Estate planning isn’t just about legal documents; it’s about protecting your legacy, avoiding family conflict, and making sure your wishes are carried out. In this episode, Liz walks through several common estate-planning mistakes she sees in practice, from outdated beneficiary designations and unfunded trusts to how taxes and real-estate transfers can derail good intentions.Here’s some of what we discuss in today’s show:Avoiding family conflict through clear communicationTrusts vs. wills: privacy, speed, and the importance of funding your trustEstablishing POAs early, waiting until a crisis often limits optionsLooking at your beneficiary designations on a regular basis Reducing taxes for your heirsSubscribe to Liz's YouTube Channel: Best Path Advisors - YouTube