Let’s talk estate planning. There are certain steps that need to be made in order to properly execute the distribution of your estate when the time comes to do so. Any mistakes that are made during the estate planning process can be incredibly costly. What are some of those mistakes, and how can you avoid making them? Host Lou Scatigna, CFP® explains in this segment from The Financial Physician.
Your financial advisor is like your doctor. You better have the right one, or you are going to be in trouble.