The Biggest Estate Planning Mistakes Families Make

Estate planning isn't just for the wealthy, and it's never too early to start. A solid plan protects your loved ones, honors your wishes, and brings stability during life's hardest moments. In this episode of I Now Pronounce You Divorced, Melone Hatley's Managing Litigation Attorney ⁠Erik McCauley, Esq.⁠ is joined by financial advisor⁠ Kate Philleo, AAMS⁠ with ⁠Waterfront Advisory Group of Raymond James⁠, and Melone Hatley's estate planning attorney ⁠Jeff Sodoma, Esq.,⁠ to break down the essentials: common misconceptions, the risks of dying without a plan, and how wills, trusts, powers of attorney, and beneficiary designations work together to protect your family and finances. They also cover naming guardians for minor children and using trusts to support younger beneficiaries long-term. ' Whether you're building your first plan or updating one that no longer fits your life, this episode offers practical guidance you can trust.