Beneficiary Blunders: Avoid These Estate Planning Mistakes!

Beneficiary mistakes can undo even the best estate plans. ⚠️ In this real story, a simple oversight caused unexpected probate and family stress. Learn why double-checking your designations is critical to protecting your assets, honoring your wishes, and preventing costly surprises.

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Kris Miller
CEO
Legacy Wealth Strategist
33756 Keith Ave.
Hemet, CA 92545
951-926-4158
Kris@LegacyShifters.com
https://www.legacyshifters.com

About Kris:
***********
Kris Miller is a Legacy Wealth Strategist. Her clients learn how to change their families' financial realities and create incomes they will never outlive.

Not one person has lost a single dime on her watch.

She is a recognized expert on personal finance, retirement & estate planning, living trusts, and asset protection. Kris is a highly sought-after speaker & trainer for organizations and businesses including Citibank, Keller Williams Realty, the American Payroll Association and the U.S. Government Financial Officers Association.

She has helped over 6,000 families avoid financial disaster by strategically planning for their futures. Kris is the author of the #1 bestseller "Ready for PREtirement: 3 Secrets for Safe Money and a Fabulous Future."

Ms. Miller is a Chartered Federal Employee Benefits Consultant and a Legal Document Assistant among other professional designations.

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Disclosure:
This information is provided to you as a resource for informational purposes only and should not be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific individual/investor and might not be suitable for all individuals/investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment adviser before making any investment/tax/estate/financial planning considerations or decisions.

Видео Beneficiary Blunders: Avoid These Estate Planning Mistakes! канала Healthy Money Happy Life / Money 911 Podcast