What are the 9 most common estate planning mistakes?

Worried about your family’s financial future? Wondering what mistakes could derail your estate plan? In this episode of The Ask Ralph Show, Ralph Estep Jr. highlights the most common estate planning mistakes, shares real-life stories, and provides actionable advice to safeguard your legacy. Learn how to avoid these pitfalls and secure peace of mind for your loved ones.

https://www.askralphpodcast.com/estate-planning-mistakes/

Podcast Timestamps:
00:00 Episode Overview
01:59 Listener’s Question: The Consequences of Skipping a Will
04:02 Bible Verse: Proverbs 13:22 – A Legacy for Generations
04:22 Nine Most Devastating Estate Planning Mistakes
04:42 #1 Not Having a Will
06:57 #2 Failing to Update Beneficiary Designations
08:52 #3 Overlooking the Importance of a Trust
10:01 #4 Forgetting About Digital Assets
11:20 #5 Not Planning for Incapacity
12:42 #6 Ignoring Charitable Giving Opportunities
14:09 #7 Skipping Regular Reviews of Your Plan
15:46 #8 DIY Estate Planning Risks
17:37 #9 Failing to Communicate With Your Family
20:52 Call to Action
22:54 Action Steps You Can Take
25:17 Closing

Websites mentioned:
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