3 Estate Planning Mistakes That Could Cost Your Family Everything

Most estate planning mistakes don’t show up until it’s too late. In this episode, Leibel Sternbach breaks down the three biggest estate planning mistakes retirees make — and how to avoid them before they quietly derail your legacy. You’ll learn: • Why outdated or missing beneficiary forms can override your will and leave loved ones with nothing • The dangerous myth of “controlling your money beyond the grave” through complicated trusts • How the SECURE 2.0 Act and the 10-year rule can turn the IRS into the largest beneficiary of your retirement accounts • Why life insurance alone is not an estate plan • How to make your plan tax-efficient, intentional, and family-friendly Estate planning does not need to be complicated — but it does need to be intentional. If you want clarity around your retirement accounts, beneficiaries, tax exposure, and legacy strategy, download the Five Minute Estate Plan guide and request your free retirement tax analysis at: https://www.yields4u.com/pages/book