Building an Estate Plan with No Regrets
Wealthy Habits Podcast
English - October 05, 2023 09:00 - 23 minutes - 23.1 MBInvesting Business News Business News 401k advisor ira iowa daveelizondo druekampmann finance financial money quadcities Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: The Pros and Cons of Real Estate Investing for Retirement
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes.
In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.
Here’s some of what we discuss in this episode:
How we help people prepare for expenses that are unforeseen. The problems we’ve seen when people fail to keep their beneficiaries updated. Why transferring real estate while you’re living can introduce risk. The tax implications you need to consider.
Get in touch with Dave & Drue:
Web: https://www.truefinancialpartners.com/
Email: [email protected]
Phone: 877-359-8783