Estate Planning Failures
Manage episode 428044231 series 3585390
Surprisingly, even some of the most successful people in our culture with abundant resources have made classic estate planning mistakes. In this show, we recall some famous estate planning mishaps and how an unexpected passing can prove to be disastrous to an ill-prepared plan. Join us as we provide thoughts for you to consider for your own legacy and estate plan.
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Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.
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