Estate Planning Mistakes That Could COST YOU EVERYTHING
Автор: EdgeRock Wealth Management
Загружено: 2025-10-07
Просмотров: 80
Описание:
Most families make at least one estate planning mistake that ends up costing them time, money, or worse—family conflict. In this episode of RockTalk, Kyle O’Dell sits down with estate attorney Anastasia Fainberg to break down the most common mistakes people make when setting up their wills and trusts—and how to avoid them.
From missing documents to unfunded trusts and outdated beneficiaries, this conversation reveals how small oversights can lead to probate battles, frozen assets, and unnecessary taxes.
Whether you’re just getting started or already have a plan in place, this episode will help you protect your family, your assets, and your legacy.
Legacy Law Group Website:
https://www.legacylawgroupcolorado.com/
Chapters:
0:00 – Introduction
1:25 – Not Having an Estate Plan At All
7:52 – Failing to Update Your Documents
10:52 – Forgetting to Fund Your Trust
14:35 – Overlooking
Beneficiary Designations
20:37 – Ignoring
Incapacity Planning
28:13 – Not Shopping Around for
a Good Attorney or
Doing Planning Online
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⛔ Disclaimer:
Advisory services are offered through EdgeRock Capital, LLC (“EdgeRock”), an independent SEC registered investment advisor. Registration with the SEC as an investment adviser does not imply that EdgeRock or its owner or employees of EdgeRock possess a particular level of skill or training in the investment advisory or any other business. The firm's disclosure documents (Form ADV 2 - Brochure, Privacy Policy, etc.) are available online at www.edgerockwealth.com or by calling (303) 780-7350. EdgeRock is not a broker dealer.
#EstatePlanning #WealthManagement #FinancialPlanning #RockTalkPodcast
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