You Don't Want To Hear This Episode...About Estate Mistakes Podcast Por arte de portada

You Don't Want To Hear This Episode...About Estate Mistakes

You Don't Want To Hear This Episode...About Estate Mistakes

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 You don’t want to hear this episode.
No one does.

But you probably need to watch this episode.If you’re in the orbit of Sonoma Wealth, then you’re a planner. You’ve planned your whole life, and yes, you can plan your death too.But why bother?Did you know depending on the situation, the government can take 40% of what you have just to transfer it from you to your loved ones? Did you know making every kid mutual trustee on your estate can actually be a problem for them? What if the mark you wanted to leave on the world wasn’t left the way you want it?Hard questions to ask, answer and hear.On a special episode of It’s All Money, Sonoma Wealth Managing Principal Daren Blonski CFP® shares his own experiences as a participant in countless estate plans. He details the many mistakes that could potentially be avoided and the peace you can provide for your family with a clear plan.

Learn more about Sonoma Wealth and take our Free Wealth Analysis: https://sonomawealthadvisors.com/

Video also available for every episode of It’s All Money on our YouTube channel: https://www.youtube.com/@sonomawealth
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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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