The Estate Planning Mistake Most Families Don’t See

Having a will doesn’t mean your estate plan is finished—and that gap can create real problems. In this episode of Charleston’s Retirement Coach, Brandon Bowen explains why estate planning requires more than a single document and how unfunded trusts quietly undermine good intentions. The conversation breaks down the key estate documents families need, the common mistakes Brandon sees when reviewing trusts, and why organization and follow‑through matter as much as drafting paperwork. It’s a practical look at protecting legacy plans from confusion, probate, and unnecessary complications.

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