Episode 34: When Estate Planning Goes Wrong (Or Wasn’t Done)

Welcome to our Estate Planning finale! (For now… at least!)



In this episode, Matt and Elliott share some stories of where they have seen issues arise in the past. Whether it’s forgetting (or not doing) the simple things like setting beneficiaries, not having proper control over your assets, or just organizational chaos… there are many things that can go wrong after someone passes away.



While there is no legal advice contained in this podcast, we hope these stories can help you think through where you may need to make some updates, or get started on your Estate Planning.



Have a question for a future show topic?



Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com (mailto:matt@planwithharmony.com) or at www.planwithharmony.com (http://www.planwithharmony.com)



Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com (mailto:elliott@kindnessfp.com) or at www.kindnessfp.com (http://www.kindnessfp.com)



You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9



DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice.



Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”).



However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party.



When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment.



Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted.



Kindness is a registered investment adviser authorized to do business in Wisconsin and Washington, and in other jurisdictions where exempted.



Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services.



Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance.



Podcast Intro Music Credit:



Inspiring Optimistic Upbeat Energetic Guitar



Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm   / 62282987  



Released by: Oleg Mazur   / fm_freemusic  



Music promoted by https://www.chosic.com/free-music/all/