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You don’t know what you don’t know. Whether you are contemplating divorce or are in the process, you want to protect yourself by having the proper communication and documentation.
In this episode, Larry Heller talks with Keren Birnbaum, Esq. a partner with Schwartz Ettenger, PLLC who focuses on estate planning, trust and estate administration, and elder law. Keren shares 10 common estate planning mistakes that divorcees need to be aware of to retire right.
Keren discusses:
- Repercussions of not having estate planning documents
- The mistake of not updating your estate planning documents
- Not updating beneficiary designations in your retirement accounts and insurance policies
- Why it’s critical to educate yourself on the assets you own
- And more