Estate Planning Mistakes to Avoid

On this weekend’s segment of Better Money, Eric Hogarth, CFP® discusses mistakes that are commonly made with estate planning and how you can ease the process.

Estate Planning Tips

Don’t forget to designate beneficiaries
Read and adjust your plan annually
Understand your estate plan
Talk with your family about your estate plan

Information presented in our podcasts is considered current as of the created date. Over time, some information presented may become stale. We recommend you consult with your Financial Professional before making any changes based on information contained here.

Johnson Brunetti is a marketing name for the businesses of JB Capital and JN Financial.

Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.

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