Episode 024 Cameron White: Estate Planning & Preventing Costly Legal Crises

Описание: In this episode of the PlanAssist® Podcast: Tim Clifford, CFP sits down with estate planning attorney Cameron White. They discuss why proactive estate planning is critical to protecting your assets, avoiding probate, and maintaining family harmony.

They explain the importance of keeping wills, trusts, powers of attorney, and healthcare directives up to date — ideally reviewing your plan every 2–3 years or after major life changes. They also discuss the risks of relying on AI for legal and financial documents, highlighting potential errors and biases in high-stakes planning decisions.

If you or someone you know would be a great guest on the show, get in touch - [email protected]

Disclosure:
The content in this video is for informational purposes only and should not be construed as investment, legal, or tax advice. The opinions expressed are solely those of Core Wealth Consultants.
Information presented is believed to be from reliable sources; however, Core Wealth Consultants makes no representations as to its accuracy or completeness.
Core Wealth Consultants, LLC is a Registered Investment Advisor in the States of Florida, Indiana, and Michigan. You should consult an attorney or tax professional regarding your specific legal or tax situation.
Diversification and asset allocation do not guarantee better performance and do not eliminate the risk of investment loss.

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