113: 10 Estate Planning Mistakes to Avoid with Tim Denker

The Guided Retirement Show

Content provided by Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dean Barber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

5M ago 34:13

MP3•Pagina episodului

Dean Barber could talk for hours about estate planning mistakes to avoid. On Episode 113 of The Guided Retirement Show, Dean decided to cover some of the most common estate planning mistakes that he and Tim Denker of Denker Law Firm, LLC have witnessed. Tim founded Denker Law Firm, LLC in 2006 and has practiced estate planning and business law since 2003.1 Dean and Tim want you to be informed when it comes to estate planning and are going to 10 mistakes to avoid.

10 Estate Planning Mistakes to Avoid

Not preparing an estate plan
Not understanding the dangers of will-based trusts
Improper asset titling
Using free resources without understanding the details
Not getting the right people involved—attorneys, CPAs, advisors
Doing a disservice to your family, not yourself
Knowing the difference between an IRA and 401(k) in estate terms
Taking a Set-It-and-Forget It Approach with Your Estate Plan
Business owners without a succession plan
Not considering beneficiary-controlled trusts

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/113

Learn More about Retirement Planning

Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

114 episoade

#Trading #Business #Marketing #Dean Barber #Retirement #Barberfinancialgroup #Charliepodpostmediacom #Deanbarber #Estateplanning #Insurance #Personalfinance #Socialsecurity #Investing #Tax