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 In this episode, we share a real story of a family who thought they were prepared—until outdated documents, a poorly executed trust, and missing beneficiary info created a legal nightmare after retirement.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 Disclaimer: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.​ Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. The Wealth Consulting Group, WCG Wealth Advisors, LLC and Truly Aligned are separate entities from LPL Financial.