Estate Planning Revisited

If something happened to you tomorrow, would your plan protect your family or leave them sorting through problems? Explore how estate planning can help loved ones avoid not just taxes and legal costs, but confusion, conflict and painful decisions during already difficult moments. Mark Falter explains why trusts can offer more control than a will alone, how they can help families avoid probate and why they matter when beneficiaries are minors or when incapacity enters the picture. He also challenges common shortcuts like transfer-on-death designations and adding a child to an account. If your estate plan still relies on assumptions instead of structure, now is the time to tighten it before the burden shifts to the people you care about most.

Listen to this episode here: Past Episodes

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