Estate Planning Mistakes

Image that you wake up from a dream where you accidentally disinherited some of the most important people in your life. It's a terrible thought, isn't it? Let's face it, you've worked hard and saved your entire life. You want to leave a legacy to your family and those that mean the most to you. Unfortunately, this tragic mistake happens more than you might think. This week we talk about some of the most common estate planning mistakes and how to take steps to avoid them. Listen in and let us help you along the Retirement and Estate Planning Roadmap – you might just gain a few valuable insights.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.