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Left Brain Thinking

Nov 9, 2023

0:00 Intro 
0:56 Who Needs an Estate Plan?
1:35 Mistake #1: Not Defining Your Goals
4:23 Mistake #2: Not Getting Beneficiaries Right
5:42 "Five by Five" Power in a Trust
8:11 Mistake #3: Not Considering Your Liabilities
9:57 Mistake #4: Not Updating Your Estate Plan
11:01 Mistake #5 : Going it Along (and...