
One of the biggest misconceptions in estate planning is this..."I have a trust...so I'm done."The truth is...Creating your trust is just the beginning.Over the years...Families change.Assets change.Laws change.Life changes.Today we're going to discuss the ten most common mistakes I see when reviewing existing trusts—and why having a trust doesn't necessarily mean your estate plan is up to date.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

What Caused The Market Selloff Today?

Are You Asking The Right Questions Before Buying A Home?

Beyond Stocks & Bonds: 10 Investments You May Not Realize That Can Be Held In Your IRA

10 Financial Myths That Cost People Thousands Of Dollars
Free AI-powered recaps of The Jon Sanchez Show and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.