Money Tip: EP Mistakes

Money Tip: EP Mistakes

Your estate plan is the map of your intentions, and keeping it up to date is essential. Are your POAs in order? Are your IRA beneficiaries correct? It’s all in the details. Learn about the 6 most frequent planning mistakes.

Jim Ludwick
Jim Ludwick
jim@mainstreetplanning.com

Jim Ludwick is the founder of MainStreet Financial Planning. His varied education and life experiences have enabled him to apply his knowledge and experience into useful solutions for personal financial problems. His writing and broadcasting activities allow him to help many more than just individual clients. He loves a microphone.

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