Estate Planning Essentials: Mistakes to Avoid and Family Involvement

<p>In this episode, Chris Boyd, Scott Birmingham, and Jeff Perry cover the topic of who<br /> needs an estate plan, how often the plan should be reviewed and some of the most<br /> common mistakes people make in estate planning. Jeff starts out with a review of the<br /> common documents used in estate planning. The conversation develops into the<br /> emotional side of the estate planning process and the suggested practice of including<br /> family members in the discussion. Scott shares a personal story where his own planning<br /> came into play and the lessons he learned. The trio discusses the use of trusts.</p> <p class="MsoNormal">If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.</p> <p class="MsoNormal"><strong>Something More with Chris Boyd:</strong></p> <p class="MsoNormal"><a href= "https://amrfinancial.com/radio">https://amrfinancial.com/radio</a>/</p> <p class="MsoNormal"><a href= "https://www.facebook.com/SomethingMoreWithChrisBoyd">https://www.facebook.com/SomethingMoreWithChrisBoyd</a></p> <p class="MsoNormal"><a href= "https://www.instagram.com/somethingmorewithchrisboyd/">https://www.instagram.com/somethingmorewithchrisboyd/</a></p> <p class="MsoNormal"><a href= "https://twitter.com/SMoreChrisBoyd">https://twitter.com/SMoreChrisBoyd</a></p> <p> </p> <p>#FinancialPlanning</p> <p>#EstatePlanMistakes</p> <p>#FamilyInvolvement</p> <p>#EstatePlanReview</p> <p>#CommonDocuments</p> <p> </p>