Why Most Estate Plans "Silently" Fail

Описание: Even the most airtight wills and trusts can fall apart when you swap strategy for tactics. In this video, Eric Sajdak, ChFC®, pulls back the curtain on why so many estate plans fail—not because of bad math or missing paperwork, but because no one asked the most important question: What is this money actually for?

He breaks down:
Why ‘perfect’ documents still cause family drama
How misalignment, silence, and surprise undermine your legacy
How to pass on values—not just assets

If your plan doesn't reflect your intentions, it’s not a plan—it’s a time bomb.

Learn how thoughtful planning gives you peace of mind, control, and confidence in your financial future. Call us at 920-672-4232 or go to https://www.meritfinancialadvisors.co...

Timestamps:
0:00 Silent Failures
1:54 Tactics Instead of Strategy
2:38 Building A Better Estate Plan
6:46 Failure 1: Misalignment With Goals
9:26 Failure 2: The Danger Of Silence
12:24 Failure 3: The Cost Of Surprise
14:24 Tips for Your Estate Plan

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.

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