The Smart Legacy Podcast: Wills, Trusts & Elder Law
In this episode of the Smart Legacy Podcast, host Glenn Stockton takes a deep dive into the surprising reasons why most estate plans fail—even when families think they've done everything right. From outdated documents to a lack of asset alignment and transparency, Glenn highlights the critical mistakes that turn well-intentioned plans into burdens for loved ones. Discover practical steps to ensure your estate plan works when it matters most, including the importance of annual reviews, tax planning, and family meetings. Whether you're starting fresh or revisiting an old plan, this episode will help you safeguard your legacy and protect the people you love. Don't miss this essential conversation!
22 episodios
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