Estate Planning Fails: Real Stories of What Can Go Wrong | Ep 110
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In this episode, Ellie Muir from ClearEstate joins Joe Curry to explore how an online will provides expert support and customized estate planning solutions. Discover why updating your estate plan every 3-5 years is critical and how modern digital estate planning tools can simplify the process while protecting your family from costly mistakes.
🎧 Watch now to learn the biggest estate planning pitfalls and how to avoid them, including:
How elderly care costs can reduce your estate's value
Why outdated wills can lead to unfair outcomes in blended families
The importance of digital asset management in estate planning
How a professional executor can help avoid family conflicts
Ellie shares real-life stories of estate planning gone wrong, offering key insights into the importance of comprehensive estate planning, including specialized advice for families with children with disabilities and how to handle property inheritance taxes properly.
#EstatePlanning #OnlineWill #RetirementPlanning #DigitalAssets #Executor #FinancialPlanning #WillsAndTrusts #BlendedFamilies #InheritanceTax #ClearEstate #JoeCurry #RetirementPlanningSimplified
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Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.