HOW TO AVOID COMMON ESTATE PLANNING MISTAKES

Estate planning is an important step in helping to protect your family’s future.

One of the biggest mistakes people make is not keeping their beneficiary information up to date.

Life changes, such as divorce, new marriages, and the birth of children, can make old wills and trusts outdated. Regularly reviewing beneficiary designations, especially after major life events, is crucial.

At Wheeler Wealth Management, we work with you to organize your assets and thoughts.

Without proper planning, your loved ones could face significant taxes and unintended consequences. We help identify potential issues and make recommendations tailored to your situation.

We want you to have a Level 10 confidence that you are on the right track. Don't leave your estate planning to chance. Give us a call today.