Why Estate Planning is More Than Just a Will

It’s important to remember that you don’t need to be wealthy to need a plan—just thoughtful about how your assets are passed on. Find out why beneficiary mistakes, outdated documents, and failure to plan for family dynamics are among the most common (and costly) estate planning missteps. More importantly, we’ll explain how aligning your plan with your family values can reduce stress and ensure your wishes are honored with clarity and compassion.

Many people believe that simply having a will in place is sufficient, but as we learn, estate planning is a multifaceted process that requires attention and regular maintenance.

Here’s what we discuss in this episode:

📜 Estate planning is an ongoing process—not a one-and-done task

⚠️ Failing to update beneficiaries is a common and costly mistake

🛠️ Periodic reviews help ensure your plan still fits your life

💬 Open family conversations today can prevent conflict tomorrow

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Phone: 801-717-9237

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