Description

Episode 10: Common mistakes in estate planning (Part 1 of 3)

• Should you add your children on your real estate deed or bank accounts to avoid probate?
• Is it a good idea to leave assets to one child for the benefit of a special needs child?
• Updating beneficiaries on accounts after the death of a spouse

A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b