Family Wealth Builder Podcast For Motivated Millennials

3 Mistakes in Trust and Estate Planning Create it and forget it Mismatch of your family and your money IRA assets left rudderless Trust Mistake #1 Create it and forget it — 95% of wealthy families who create an estate plan with a Will, Medical/Financial POA, and/or Revocable Trust are done once and then only after someone dies — everything in the Trust and Estate Planning is forgotten. — The Family Members Never Talk About it — The Financial Advisory team never reviews it — The people are supposed to be beneficiary's of your plan are clueless. — Life events can change fast. — death, — divorce, — retirement, — sale of business, — other changes in your family situation Your Will and Your Plan — Medical/Financial POA and — important elements of your estate planning need to reflect and adapt to those changes. Why We Recommend a Trust Review in 2018! Trust Mistake #2 Mismatch of your Purpose and your Money We all have an opinion about our money and how our family should manage i