Episode #13
Estate Planning Potholes
04.21.2023
Today Drew addresses eight potholes or misunderstandings regarding estate planning. 1) I have a will, I am all set. 2) My estate lawyer finished my estate documents, everything is done. 3) Failure to get all appropriate estate documents. 4) Failing to designate a power of attorney while you are healthy. 5) Misunderstanding gift tax rules 6) No, you didn't screw up your taxes by funding a revocable trust. 7) A hospital is not required to share any information with you regarding your child the moment he/she turns eighteen. 8) Naming your trust as a beneficiary of your IRA may be a mistake, but not necessarily.
