Estate Planning 101: How to Avoid the Most Common Mistake

Think your estate plan is good to go? Think again. In this episode, we share a real story of a family who thought they were prepared—until outdated documents, a poorly executed trust, and missing beneficiary info created a legal nightmare after retirement.

We'll walk you through the essential estate planning documents, why a trust alone isn’t enough, and how to avoid the most common (and costly) mistakes people make—especially when planning for early retirement or trying to protect loved ones.

Whether you’re years away or already retired, this is information your future self (and your family) will thank you for.

Schedule a consultation & learn more: www.TrulyAlignedInc.com