Get together with like-minded individuals in our Impactful Inheritance community to discuss planning, preservation, and protection of wealth. Join our community today and start making a difference for future generations. 30 day free trial at the following link: https://www.impactfulinheritance.com/...

Our national estate planning law firm website: https://aeplawyers.com/

To request a no-cost zoom estate planning design meeting: https://aeplaw.cliogrow.com/intake/71...

00:00 Six Estate Planning Mistakes IRA Owner Make
0:13 Will and Beneficiary Designations Not Consistent
0:28 Trust For Minor or Irresponsible Beneficiary
1:10 Name Spouse as 100% Beneficiary (Not Always a Mistake)
1:56 Charitable Bequests Should Be From IRA
2:24 Make Survivors Aware of Scattered IRAs
2:43 Not Withholding Taxes From IRA Distributions