Equipping Points:
In this episode of the Retirement Ready Podcast, Eric guides us through the critical yet often overlooked details of beneficiary designations. Learn the simple yet vital steps to prevent beneficiary blunders that could lead to unnecessary headaches for your heirs. Eric calls these errors “low hanging fruit” because they’re easy to fix yet can save your family from future heartache.
Instead of leaving your family and heirs with a mess to sort through or the complications of going through probate, make sure your affairs are in order now. You, and everyone you love, will be glad you did.
Here’s some of what we discuss in this episode:
- Eric shares some details from his exotic vacation!
- What beneficiary mistakes are most common?
- Do you have an alternate?
- What happens with probate?
- What a will does and doesn’t do for you.
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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