Ep 42 - Mistakes we see with Estate Planning

Critical mistakes can be made when creating your estate planning documents. In this episode, hosts Dave Grant and Heather Townsend emphasize the importance of funding revocable living trusts, updating estate documents, and understanding beneficiary designations. They share personal experiences and insights on how to navigate the complexities of estate planning to avoid probate and ensure family protection. The conversation also includes a Q&A segment addressing common questions about estate planning, making it a comprehensive guide for listeners.