Estate Planning Mistakes to Avoid

Eric Christoffersen guest hosted the Weekly BREW and shared his experiences with “Real Life Estate Planning Mistakes and How to Avoid Them.”

Don’t let your clients fall victim to a lack of planning. If their wishes are not clearly laid out they could fall victim to unscrupulous relatives or former spouses.

Watch the BREW rerun for some case examples for why reviewing plans regularly can be so important.


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