The Estate Planning Mistake 78% of Families Make copertina

The Estate Planning Mistake 78% of Families Make

The Estate Planning Mistake 78% of Families Make

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Think your estate plan is set because you have a will? Art McPherson reveals why most trusts remain unfunded, why probate can derail your family’s finances, and how new senior tax deductions change the planning landscape. From legacy misconceptions to smart charitable strategies and Roth opportunities, this episode helps simplify complex decisions and protect what matters most.

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