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Building An Estate Plan With No Regrets

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Manage episode 375720777 series 3462059
Content provided by Tim Estes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Estes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers.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.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

  continue reading

30 episodes

Artwork
iconShare
 
Manage episode 375720777 series 3462059
Content provided by Tim Estes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Estes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers.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.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

  continue reading

30 episodes

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