Description

Bruce Hosler and Jon Gay list eight mistakes in the second half of our 2-part series on Avoiding Estate Planning Mistakes.  They include:

1. Failing to establish an estate plan.
2. Failing to fund your trust.
3. Failing to update beneficiary designations after life changes.
4. Failing to plan for estate taxes, gift taxes, and a taxable estate.
5. Annual gift tax exemption mistakes (gift-spitting).
6. Improper titling (Community property states, including Arizona).
7. "Do-It-Yourself" children that don't seek professional guidance.
8. Not knowing the newest inherited IRA rules under SECURE Act 2.0.

After you hear how costly these mistakes can be, you'll want to steer clear of all of them.

For more information about anything related to your finances, contact Bruce Hosler and the team at Hosler Wealth Management: Visit us online at https://www.hoslerwm.com/

Contact Our Team:  https://hoslerwm.com/contact-us/

Or call them in their Prescott office at (928) 778-7666 or their Scottsdale office at (480) 994-7342.

For more podcast episodes, visit our podcast website at https://hoslerwm.com/protectingwealthpodcast/

Limitation of Liability Disclosures:  https://www.hoslerwm.com/disclosures/

Copyright © 2022-2025 Hosler Wealth Management | All Rights Reserved. 

#ProtectingWealthPodcast  #ProtectingandPreservingWealthPodcast #HoslerWealthManagement #BruceHosler