108: Estate Planning Mistakes | Common Errors and How to Avoid Them

Barenaked Money

Indhold leveret af Kathryn Toope and Verecan Capital Management Inc.. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Kathryn Toope and Verecan Capital Management Inc. eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

4M ago 33:39

MP3•Episode hjem

Estate Planning Mistakes: Common Errors and How to Avoid Them

In this episode of Barenaked Money, hosts Josh Sheluk and Colin White discuss common mistakes in estate planning. They emphasize the importance of having a will, the dangers of procrastination, and the need for regular updates and clear communication. They also touch on complications with executor selection, tax issues, and the pitfalls of overcomplicated wills. The episode offers practical advice for starting conversations with professional advisors and stresses the importance of simplicity and forethought in estate planning decisions.

00:00 Introduction to Barenaked Money
00:18 Estate Planning Mistakes: The Importance of Having a Will
01:54 Procrastination and Estate Planning
10:45 The Pitfalls of a Badly Drafted Will
14:55 Updating Your Estate Plan
18:15 Communication in Estate Planning
26:33 Financial Considerations in Estate Planning
30:18 Conclusion: The Importance of an Estate Plan
32:30 Disclaimer and Closing Remarks

121 episoder

#Trading #Business #Podcasting Education #Self-Improvement #Kathryn Toope #WLWP Wealth Planners/iA Private Wealth #Canadian #Money #Financial Planning #Investing #Wealth Management #Discretionary #Portfolio #Retirement Planning #Estate Planning