In this video, Leah Woodly, CFP®, EA covers seven estate planning mistakes successful women often make and explain why simply having a will may not be enough to protect your family, your wealth, and the legacy you’ve worked so hard to build.
You’ll learn:
- Why a will alone isn’t a complete estate plan
- Why beneficiary designations can override your will
- The importance of planning for incapacity, not just death
- How to prepare your children to inherit wealth responsibly
- How often estate plans should be reviewed
- How coordinating your attorney, CPA, and financial advisor can help avoid costly mistakes
- Why moving to another state may require updating your estate plan
Whether you’re approaching retirement or already retired, this video will help you identify potential gaps in your current estate plan and give you practical steps to help protect your family.
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