Estate Planning Mistakes That Could Cost You Everything

Estate Planning Mistakes That Could Cost You Everything

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Estate planning is one of those things we all know we should do, yet most of us keep pushing it off—just like changing the furnace filter (which, by the way, can have disastrous consequences if ignored). But failing to plan your estate properly can leave your loved ones with unexpected legal and financial nightmares. 

Join Dennis as he breaks down why having a will is essential, common estate planning mistakes, and a surprising history lesson on how modern wills came to be.

Top takeaways include:

  • The importance and function of wills in estate planning [00:01:23]
  • Common mistakes people make with estate planning [00:06:45]
  • A historical journey beginning with the Magna Carta to understand current practices [00:14:50]
  • The American perspective on individual rights in estate planning [00:24:30]
  • Practical advice for managing your estate and why you shouldn’t DIY your will [00:37:15]
  • And more

Connect with Dennis O’Keefe: 

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We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.

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