Thinking about excluding an heir from your estate? This video gives you a clear, education-focused guide to what’s involved, what commonly goes wrong, and legal tools that may help (like living trusts).
What you’ll see in the video:
• Why disinheritance is almost always emotional, not just financial
• Risks to your plan if you don’t set up documents carefully
• How a living trust can help avoid surprises or challenges
• The importance of honesty and communication with your family
RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”) is an SEC-registered investment adviser. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RPOA has attained a certain level of skill or training.
This podcast has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, personalized investment, financial, tax, or legal advice. RPOA does not provide tax or legal advice. You should consult your own tax and legal advisors before engaging in any transaction or strategy.
Opinions expressed are those of RPOA as of the date of publication and are subject to change. Investing involves risks, including possible loss of principal. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss. Past performance is no guarantee of future results.
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