One Mistake Can Cost Your Family Everything
One mistake in your estate plan can undo everything you intended. In this episode of The Legal Exchange, Todd Lutsky and Susan Powers walk through real cases that show how outdated beneficiaries, poor legal advice, and last minute planning can lead to costly outcomes. Also covered:
Why failing to update beneficiaries after divorce can backfire
How federal law can override your estate plan
The risks of waiting too long to plan for long term care
What can go wrong when trusts are not properly funded
How to protect assets for children, second marriages, and special needs planning
What to fix now…
The skinny
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