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The BFP University: Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Financial Planning team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC.

Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Financial Planning. If you would like to be a guest or ask Trent and Brandon a question, please reach out. Email or call 704-216-2260.

Jan 21, 2021

For most people, legacy planning is an uncomfortable conversation to have with their loved ones, but it is vital to get all the details squared away while you are still in good health. On today's show we discuss some common legacy and estate planning mistakes and how you may be able to avoid those with a proper plan in place.

Key Points:

0:29 - Common Mistakes

3:30 - Beneficiary Designations

7:39 - Important Documents You May Need

9:06 - Healthcare Power Of Attorney

9:47 - Name Contingent Beneficiaries

11:27 - Does Everyone Need A Trust?

15:10 - Legislative Risks



Call: 704-216-2260