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You are here: Home / Dallas Fort Worth Retirement Planners / Common & Costly Estate Plan Mistakes

Aug 25, 2017

Common & Costly Estate Plan Mistakes

(DALLAS-FT. WORTH, TX — DFW Retirement Radio News)   DFW Retirement Radio with Britni Levensailor is on the air Saturday from 2-3 PM on 820 WBAP Radio.   Sponsored by DFW Retirement Planners, our program’s goal is to bring you news and information that can help you retire better.

Alan Maples – DFW Retirement Planners
Britni-Levensailor-DFW-Retirement-Planners
Britni Levensailor – DFW Retirement Planners

This week, we’ll welcome Alan Maples, Financial Planner and Estate Planning Attorney from DFW Retirement Planners, to talk about the most common mistakes made in estate plans.   From outdated documents to big tax errors we’ll talk about the mistakes that can be very costly in wills and estate plans.   We’ll also talk about how easy DFW Retirement Planners makes it to get an updated will and estate plan.

To listen to DFW Retirement Radio live, click here.  To learn more about DFW Retirement Planners or to schedule a complimentary initial consultation, click here or call 888-774-4492 (888-7-PIGGY-BANK)

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Categories: Dallas Fort Worth Retirement Planners, DFW Retirement, DFW Retirement Planners, DFW Retirement Planners DFW Retirement Radio, DFW Retirement Planners News, DFW Retirement Planners Reviews, Fort Worth - Dallas Financial Advisors Tags: Dallas Financial Planner, Dallas Retirement Planner, DFW Investments, DFW Retirement Planners, DFW Retirement Radio, Financial Planner Ft. Worth, Ft. Worth Financial Advisor, Investments Dallas, Investments Ft. Worth, Retirement Planner Dallas, WBAP Radio

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Fort Worth, TX 76116
817-569-7600

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Insurance and annuities offered through licensed professionals of MBL Insurance Agency dba DFW Retirement Planners, in appropriate jurisdictions.  Investment Advisory Services offered through TRS Advisors, LLC & Jim Poe & Associates, Inc. both state registered investment advisers and affiliated entities. Registration does not imply a certain level of skill or training. This is not an offer or solicitation to buy or sell securities. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies.  Past performance is not indicative of future results.  Investments involve risk and, unless otherwise stated, are not guaranteed. Our firms do not provide tax or legal advice; please consult your tax advisor, CPA or attorney. A copy of the Form ADV Part 2A for our affiliated investment advisory firms is available at https://adviserinfo.sec.gov/.

Fort Worth Location: 6040 Camp Bowie Blvd Suite 3, Fort Worth TX 76116
Dallas Location: 17300 Dallas Parkway Suite 3190, Dallas TX 75248

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