Every day, more of us Baby Boomers are hitting 65 and beyond. If you haven’t started planning for your senior years yet, it’s time. I know it can feel overwhelming but remember this: failing to plan is planning to fail. My goal is to help you avoid that. I also want you to avoid some of the biggest estate planning boo-boos which come from taking short cuts – short cuts that backfire on you, your family and your estate – absolutely not what you intend.
And if you’re the adult child of a Boomer who’s stepped into the caregiver role — this space is for you, too. As an estate planning and elder law attorney here in Tennessee, I see far too many families unprepared for the legal and financial twists that come with aging. That’s why I created this show: to give you a head start and a little peace of mind.
Today, we’re going to talk about some common shortcuts people take when they think they’re planning wisely, saving steps, time and money — but in the long run these shortcuts often backfire in big, painful ways. I see them all the time, and I want you to avoid them. I also want you to avoid some of the biggest estate planning boo-boos which come from taking short cuts – short cuts that backfire on you, your family and your estate – absolutely not what you intend.
So, follow along with me on Episode 74 of Boomer Time. I promise you’ll leave with some important takeaways — and maybe a few “aha” moments about choices you or a loved one may have made.
What questions do you have? I’d love to hear from you. If you like the podcast, share it with a friend, and follow us on Facebook and YouTube. If you need help with estate planning or administration, reach out for a strategy session.
- 🔑 For help, visit https://www.NancyCogar.com
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Disclaimer: The information provided on this website and on the podcast is not intended to be considered as legal advice or constitute an attorney/client relationship as provided under the Tennessee Rules of Professional Conduct.
