It’s important to avoid some of the most common estate planning mistakes if you are intent on leaving a financial legacy after you pass away. Failing to consider tax implications, failing to keep beneficiaries updated, failing to take action to prevent possible litigation and conflict among your heirs - all of these can greatly impact your legacy. Paul and Charlie discuss some of these potential Estate Planning Mistakes. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #SECUREAct #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/
