These MONEY Errors in WILLS Can Leave Assets to Your Enemies! | CFP Explains

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Seaside Wealth Management

Seaside Wealth Management

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@meemka8251
@meemka8251 Ай бұрын
All my ex's come from Texas 🙂... but they are not getting any of my money when I become one of the departed. I shall create a revocable trust, designate my beneficiaries, including contingent beneficiary, and review my estate plan regularly in case it needs modifications. Thanks for the wise and practical guidance!
@SeasideWealth
@SeasideWealth Ай бұрын
George Strait hung his hat in Tennessee!
@meemka8251
@meemka8251 Ай бұрын
@@SeasideWealth He did... and supposedly all his ex's were from Texas. 🙂
@jackollason6074
@jackollason6074 Ай бұрын
Just talked to the wife about our will again. Probably need to update it. Like you said life changes!!
@SeasideWealth
@SeasideWealth Ай бұрын
Update your trust and will as things change! Make sure you are naming certain assets in the name of the trust to avoid tax consequences and probate.
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