Life's Third Act

Life's Third Act


Major Mistakes That You May Be Making During Estate Planning – EP. 65 – Life’s Third Act

March 30, 2023

On today’s episode of Life’s Third Act, Attorney-CPA Joe Cordell is doing a deep dive on a recent article published in the Wall Street Journal titled, “The Biggest Mistakes People Make With Their Wills” written by Cheryl Winokur Munk.



Mr. Cordell talks through the article breaking down and further detailing how these mistakes can affect your estate plan. He touches on topics such as forgetting digital assets, how mismatching beneficiaries can affect your planning, the importance of regularly updating your will, and more. With 60% of Americans not having an estate plan, according to the article’s author, Mr. Cordell discusses how crucial it is to get a proper will and trust in place to protect your assets and the future of your loved ones.



You can read the Wall Street Journal article here – https://www.wsj.com/articles/biggest-mistakes-wills-2d13dc44



If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.