Building An Estate Plan With No Regrets

Mind Your Money with Bradshaw Rogers Financial Partners

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes.

In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.

Here’s what we’ll discuss in this episode:

• We don’t know when we’ll encounter significant expenses, but we know they’ll happen eventually and need a plan for them.
• Failing to update your beneficiaries could create big problems for your estate
• A lot of the conflict and potential litigation among heirs and family members can be solved by good communication.
• Transferring real estate while you’re still living instead of at death isn’t usually your best option.
• We have to consider the tax implications of your estate so let’s talk about some of the things you should be thinking about.

Contact:

Website: http://bradshawfp.com

Email: [e-mail]

Call: 704-216-2260