The Most Overlooked Aspects of Estate Planning скачать в хорошем качестве

The Most Overlooked Aspects of Estate Planning

Outdated estate plans can lead to major financial and legal headaches. Making matters even worse is that these issues are completely avoidable with proper estate planning. In this short clip, Keith McManus joins us to reveal the common mistakes—like forgotten beneficiaries, unfunded trusts, and failing to update plans after major life changes. #estateplanning #estatetaxes #financialplanning Link to the interview in the comments. Also available on Apple, Spotify, and every other major podcasting app! https://shpfinancial.com/keith-mcmanu... ========================== Connect With Us on Social ========================== Facebook:   / shpfinancial   LinkedIn:   / shp-financial   No statements made during the Retirement Road Map® podcast shall constitute tax, legal, or accounting advice. You should consult your own legal or tax professional on any such matters. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk, and unless otherwise stated are not guaranteed. Our Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. Our advisors and insurance reps may offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product.