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S1E10 - The Estate Plan Your Advisor Should Have Updated Five Years Ago
You signed the documents years ago and the binder went in a drawer: that's the estate plan most people have. The one almost nobody has is one that is funded, retitled, and updated as life changes over the years. In the season one finale, Matt closes the series on the gap between the two and why it's where the most painful, expensive estate failures happen. This is the final episode of our series: 10 Ways Your Advisor Is Losing You Thousands.Interested in hearing about a specific topic in future seasons? Connect with Matt and get more estate planning resources at choosebalance.com/contact!
The skinny
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