Ep 27: Avoid These Critical Estate Planning Mistakes, Part 2

<p class="p1"><span class="s1">Today we’re continuing a two-part series on critical estate planning mistakes. We went through three mistakes on the first part. On this second part of the <em>Wealthy Habits</em> podcast, Dave and Drue talk about three more mistakes people make.</span></p> <p class="p1"> </p> <p class="p1"><span class="s1"><strong>Read more and get additional financial resources here:</strong> <a href= "https://www.truefinancialpartners.com/ep-27-avoid-these-critical-estate-planning-mistakes-part-2/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.truefinancialpartners.com/ep-27-avoid-these-critical-estate-planning-mistakes-part-2/&source=gmail&ust=1609267208775000&usg=AFQjCNFcDHIaFUDiNX3Ow1dr-fjyQZTlew"> https://www.<wbr />truefinancialpartners.com/ep-<wbr />27-avoid-these-critical-<wbr />estate-planning-mistakes-part-<wbr />2/</a></span></p> <p class="p1"> </p> <p class="p1"><span class="s1"><strong>Check out Part 1:</strong> <a href= "https://www.truefinancialpartners.com/ep-26-avoid-these-critical-estate-planning-mistakes-part-1/"> https://www.truefinancialpartners.com/ep-26-avoid-these-critical-estate-planning-mistakes-part-1/</a> </span></p> <p class="p1"> </p> <p class="p1"><strong><span class="s1">What we discuss on this show: </span></strong></p> <p class="p1"><span class="s1"><strong>2:18</strong> – Transferring real estate</span></p> <p class="p1"><span class="s1"><strong>6:54</strong> – Consider taxes</span></p> <p class="p1"><span class="s1"><strong>9:02</strong> – Other tax considerations</span></p> <p class="p1"><span class="s1"><strong>13:03</strong> – Importance of attorneys and CPAs</span></p>