Elder Talk

Avoid Estate Planning Missteps [Episode 110]

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Sinopse

Attorney-CPA Joe Cordell and co-host Susan Arthur identify some of the missteps that people make in their estate planning and highlight methods of avoiding these mistakes. They talk about the legal side of facing disasters when traveling with loved ones and how contingent agents and contingent trustees can be beneficial in times of crisis. Joe The post Estate Planning Mistakes to Avoid [Episode 110] appeared first on Cordell Planning Partners.