The behavioral and emotional side of financial planning takes precedence when planning for our future.
I see this play out frequently in the form of anchoring to a perceived value we’ve grown accustomed to, based on prior experience.
This “value”; however, can unfortunately lead to decisions that damage the success of our financial plan.
Today estate law attorney, Adam Tarsitano, joins us to discuss how you should think through some commonly misunderstood areas of your estate plan.
Listen in to learn why you may not look forward to the sunset in 2026, the difference in various trusts, and whether you should open a trust to avoid probate.
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