The Biggest Mistakes Couples Make in Estate Planning скачать в хорошем качестве

The Biggest Mistakes Couples Make in Estate Planning

Building wealth is only half the journey — protecting it for your loved ones is the real legacy. In this episode, Chris Heerlein of REAP Financial breaks down the biggest estate planning mistakes families make and how to avoid them. You’ll learn: -Why a will alone isn’t enough to protect your estate -The role of living trusts, powers of attorney, and advanced directives -How to keep your estate private and out of probate -Why clear communication with your heirs prevents future conflict -How to update and strengthen your estate plan every few years Whether you’re planning your legacy or updating your documents, this video will help you build a wall around your wealth that lasts for generations. Want help reviewing your estate or legacy plan? Visit WealthRadio.com or ReapWebinar.com to connect with our team and register for an upcoming Tax Freedom Summit webinar. Clickable YouTube Chapters: 00:00 – Building a Wall Around Your Wealth 00:58 – Why Most Families Delay Estate Planning 01:55 – Why a Will Alone Isn’t Enough 02:43 – The Importance of Powers of Attorney 03:36 – Medical & Financial Directives Explained 04:26 – How a Living Trust Protects Your Family 05:12 – Avoiding Probate and Preserving Privacy 06:04 – Choosing the Right Trustee or Co-Trustees 06:54 – Talking to Your Heirs About Their Future Role 07:40 – Aligning with Your Spouse on Legacy Wishes 08:25 – Keeping Your Estate Plan Updated and Secure #retirement #estateplanning #wealth