Ep. 9 – The 5 Most Common Estate Planning Mistakes

The number one thing I hear from clients is they don't want to ever be a burden on their loved ones, and yet, I've seen a number of estate planning mistakes over the years.  Fortunately, they never truly get exposed unless something unexpected happens.  These 5 common estate planning mistakes can and should be addressed, and I always recommend seeking official legal counsel from a licensed attorney to do so!  

The Planning For Retirement Podcast

Kevin Lao

Welcome to “The Planning for Retirement Podcast,” where we help educate people on how retirement works!

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