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5 Costly Estate Planning Errors
Manage episode 335699831 series 2284404
An estate plan can play an important part in your overall wealth plan and can make a large impact on your spouse and children. Taking a few steps can help ensure that your estate doesn’t end up in probate and your family isn’t left with a headache. On today’s episode, Mike MacKelvie is joined by special guest Drew McDowell, attorney and senior wealth advisor at Mariner Wealth Advisors, as they talk through 5 costly estate planning errors that celebrities like Prince, Whitney Houston and James Gandolfini made in their own estate plan and learn what you can do to help make sure you’re not making these same mistakes.
122 епізодів
Manage episode 335699831 series 2284404
An estate plan can play an important part in your overall wealth plan and can make a large impact on your spouse and children. Taking a few steps can help ensure that your estate doesn’t end up in probate and your family isn’t left with a headache. On today’s episode, Mike MacKelvie is joined by special guest Drew McDowell, attorney and senior wealth advisor at Mariner Wealth Advisors, as they talk through 5 costly estate planning errors that celebrities like Prince, Whitney Houston and James Gandolfini made in their own estate plan and learn what you can do to help make sure you’re not making these same mistakes.
122 епізодів
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