5 Estate Planning Mistakes and How to Avoid Them

June 2023 | Brandon Kennedy | Resources > Estate Planning

An Estate Plan is so much more than a bunch of documents that say what happens to your money when you pass – it is protection for your loved ones when it comes to administering your legacy. And that is why it is so important that it is set up properly.

Join Kennedy Financial Group and Estate Planning Attorney, Betsey Rubel, as we discuss 5 common mistakes that you may be making with your estate plan – and how to avoid them.




Securities offered through LPL Financial, member FINRA/SIPC.

Investment advice offered through HighPoint Advisor Group, a Registered Investment Advisor. HighPoint Advisor Group and Kennedy Financial Group are separate entities from LPL Financial.

Highpoint Advisor Group, Kennedy Financial Group and LPL Financial do not provide legal advice or tax services.

Please consult your legal advisor or tax advisor regarding your specific situation

Betsey Rubel, PLLC is not affiliated with LPL Financial, HighPoint Advisor Group or Kennedy Financial Group.

Any economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that any strategies promoted will be successful.

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