10 Common Estate Planning Mistakes (and How to Avoid Them)

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

By Jamie Hopkins

People plan on having a good day, a good year, a good retirement and a good life. But why stop there? Why not plan for a good end of life, too?

End of life or estate planning is about getting plans in place to manage risks at the end of your life and beyond. And while it might be uncomfortable to discuss or plan for the end, everyone knows that no one will live forever.

Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Sometimes it takes a significant event like a health scare to shake us from our procrastination. Don’t wait for life to happen to you, though.

Full article on Kiplinger

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Brexit Bedlam: What Advisers Are Telling Clients

“We invest a lot of time upfront with our clients to gauge their risk tolerance and position them accordingly, so unless their risk profile has changed, we would encourage them to not be reactionary. Brexit could mark the beginning of the end of the EU

Advisory Firms Using Creative Job Titles to Attract Clients

Ron Carson is quoted in Investment News article regarding creative job titles. Financial advisory firms are starting to embrace the trend of using job titles that reflect the spirit of the position. Think Google’s “chief happiness officer.”

Honest Financial Advisors Should Embrace New DOL Rule

CNBC Commentary by Ron Carson, Founder and CEO of Carson Wealth Management Group The financial advisory world has always been opaque. Hidden in the fine print of many a prospectus are steep fees and commissions that have kept unsuspecting, everyday investors from maximizing their returns. 
1 2 3 17 18 19 20 21 26 27 28

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation