Estate Planning Mistakes to Avoid with Alison Kierman

When it comes to finding purpose and building wealth, few things matter more than estate planning. While putting it off to tomorrow might seem fine in theory, it could eventually lead to the government making big decisions that could affect your legacy.

That’s why I’m thrilled to introduce you to Allison Kierman. Allison has been an estate planning attorney for nearly 20 years, and she has extensive experience helping people understand their goals and the best way to transfer their wealth and legacy.

In this episode, you’ll learn all about the common mistakes people make when it comes to estate planning, why a simple written will is almost never enough, and how to build a trust to protect yourself and your assets across generations.

In this podcast interview, you’ll learn:

  • Why thinking you’re invincible and refusing to face the facts is an easy way to set yourself up for disaster later in life.
  • What happens when a family member leaves nothing but a signed piece of paper deeding out their possessions to their heirs–and why this almost always leads to probate court.
  • The differences between wills and trusts–and why almost every DIYer misses something.
  • The importance of having a good team of advisors, when and where attorneys should get involved.
  • The common misconceptions around protecting inheritance for adult children–and major tax exemptions you can take advantage of along the way.

Interview Resources

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Legacy Planning