10 Common Estate Planning Mistakes to Avoid [Webcast]

Joe Anderson invites special guest Nicole Newman, Esq. to discuss the ten most common estate planning mistakes she comes across as an estate planning attorney.
Download the Estate Planning Organizer for free:
purefinancial....
Important Points
(00:55) Mistake 1: Dying Intestate
(01:38) Mistake 2: Having an “I Love You” Will
(02:20) Mistake #3: Owning Real Property Jointly
(04:07) Mistake 4: Giving Property Outright to Heirs
(15:45) Mistake 4: Other Options
(17:55) Mistake #5: Not Having the Right Trust
(18:50) Mistake #6: Not Funding the Trust Properly
(19:54) Mistake #7: Not Updating Your Estate Plan
(21:00) Mistake #8: Doing It Yourself
(21:40) Mistake #9: Believing a Trust Alone is Enough
(24:40) Mistake 10: Believing the Biggest Enemy is … Uncle Sam
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.
Schedule a free assessment with an experienced financial professional:
bit.ly/PureAsse...
Office locations: bit.ly/PureLoc...
Ask Joe & Big Al On Air: purefinancial....
Subscribe to our UA-cam channel: bit.ly/YMYW-You...
Subscribe to the Your Money, Your Wealth® podcast: link.chtbl.com...
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors, LLC does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.
#YourMoneyYourWealth #YMYW #YourMoneyYourWealthTV