Estate Planning Failures

16/11/2023 25 min Temporada 1 Episodio 25
Estate Planning Failures

Listen "Estate Planning Failures"

Episode Synopsis

Surprisingly, even some of the most successful people in our culture with abundant resources have made classic estate planning mistakes. In this show, we recall some famous estate planning mishaps and how an unexpected passing can prove to be disastrous to an ill-prepared plan. Join us as we provide thoughts for you to consider for your own legacy and estate plan.Visit us online at https://masterplanretire.com/Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodesListen to Mark Fricks on Saturdays at 8:30 a.m. EST on AM920 WGKAPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants.  The aforementioned are affiliated companies.Send us a textVisit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.Call 770-980-9262 to speak directly with someone about your retirement planning needs. https://masterplanretire.com/Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodesListen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/eventsPurchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.