Estate Planning Mistakes That Can Cost Your Family Thousands

In this episode of The Retirement Compass, host Kristin Oakley is joined by Tim Kulhanek and Jeremy Gove of Stonebridge Wealth Systems for an important conversation about estate planning—why so many people avoid it, and the real consequences of waiting too long.

Estate planning isn’t just about wills or what happens when you’re gone. It’s about control, clarity, and protecting the people you love while you’re still here. Yet millions of Americans either don’t have an estate plan at all—or believe they’re covered when they’re not.


📌What you'll learn:

✅Why most Americans delay estate planning—and what that procrastination can cost
✅What happens if you pass away without a proper plan in place
✅Why estate planning is about choice and control, not just money
✅How estate planning fits into a comprehensive financial strategy

🎙️Hosted by Tim Kulhanek and Jeremy Gove

🔍 Reduce the impact of taxes in retirement
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👉 https://www.stonebridgetaxbill.com

🧭 Check your retirement readiness
See how prepared you really are—and where adjustments may be needed—by completing our Retirement Reality Check:
👉 https://www.stonebridgeretirement.net

🏛️ Protect your legacy
Make sure your estate and legacy plans are aligned with your goals by taking our Legacy & Estate Planning Readiness Quiz:
👉 https://www.stonebridgelegacy.net

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📍 Schedule your complimentary consultation
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Visit 👉 https://www.stonebridgeiwm.com/contact
Or call 📞 888-260-0926

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