Estate Planning Services: Major Pitfalls to Avoid When Preparing a Transfer of Assets

Estate planning services offer peace of mind that our wishes will be executed once we’re no longer here for our families, but even a small mistake in your estate documents could lead to an unintended transfer of assets. Don Hoffman, President of The Prosperity Consulting Group and Managing Partner of The Hoffman Group, talks about estate planning pitfalls to avoid and how to make sure your assets end up in the right hands.

In this podcast, you will learn:

  • How to ensure a successful transfer of assets to your designated beneficiaries
  • Circumstances that trigger the need for estate planning services
  • How to determine if your wills, trusts, and estate documents genuinely reflect your wishes
  • Benefits of utilizing a living trust for the transfer of assets
  • What happens to your assets if you don’t have an estate plan
This information is intended for educational purposes only. It is not intended to provide any investment advice or provide the basis for any investment decisions. You should consult your financial adviser prior to making any decision based on any specific information contained herein. It is not intended to provide, and should not be relied on for, any tax or legal advice. You should consult your tax or legal adviser prior to making any decision based on any specific information contained herein. The Prosperity Consulting Group is not affiliated with The Hoffman Group.
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The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
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