Posts tagged estate planning pitfalls
Divorce & Estate Planning: What Shannen Doherty’s Story Can Teach Us

Shannen Doherty’s passing last year was a heartbreaking reminder that timing is everything when it comes to estate planning—especially during a divorce. Her last-minute split didn’t just close a chapter; it likely saved her estate millions and spared her loved ones from years of messy courtroom drama.

Thinking, "That won’t happen to me?" Think again. Let’s talk about why updating your estate plan during major life changes isn’t just smart—it’s essential. Read more and protect what matters most.

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Estate Planning Pitfalls - 3 Mistakes That Could Make Your Estate Plan Worthless

Did you forget any of these critical financial steps when you created a Trust? Be sure to read this week’s blog to learn why proper funding of your Trust is essential to making it work! Read more.

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