Estate planning missteps and how to avoid them

April 20, 2015 — Your estate plan is a cornerstone piece of your financial plan but too many people don’t have the right plan is place.

This week on For Your Benefit, join host Bob Leins as he talks with Megan Schaeffer, who specializes in estate planning, and Karen Schaeffer, a certified financial planner specializing in financial planning for federal government employees, as they talk about what goes wrong when people don’t plan.

Listen in and learn how to avoid:

  • Assets being distributed to people who can’t handle money;
  • TSP and IRAs going to the wrong beneficiaries;
  • Retirement assets being taxed too soon;
  • Special needs children losing their benefits;
  • Unnecessary professional fees;
  • Courts stepping into the void when there is no plan.

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