Middle Class Millionaire with John Choi, CFP®

Building An Estate Plan With No Regrets

August 31, 2023 John Choi
Building An Estate Plan With No Regrets
Middle Class Millionaire with John Choi, CFP®
More Info
Middle Class Millionaire with John Choi, CFP®
Building An Estate Plan With No Regrets
Aug 31, 2023
John Choi

Send us a Text Message.

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2

Show Notes

Send us a Text Message.

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2