In this podcast episode, Paul & William discuss the top 5 estate planning mistakes that individuals make and how to avoid them. Estate planning is a crucial process that can ensure your assets are distributed according to your wishes after your death. However, many people make mistakes during the planning process that can cause unnecessary taxes, unintended consequences and family conflicts.Listeners will learn how to ensure their beneficiaries receive their assets as intended, how to minimize the impact of taxes on their estate, and how to have those uncomfortable but necessary conversations with your family and heirs. If you have any feedback, questions, or topics you'd like us to cover, send us an email at [email protected] you like to chat with Paul or William? Have a question for them? Set up a call by following these links:Paul: https://calendly.com/westendwealthpla...William: https://calendly.com/westendwealth/ph...The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Hosted on Acast. See acast.com/privacy for more information.

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