The Main Street Code – Estate Planning Mistakes with Jackie Cara – S7E20

Welcome to The Main Street Code for Financial Success!

In this episode, Neil Himmelstein is joined by Jackie Cara to discuss why estate planning mistakes can create major problems for families. Neil and Jackie cover wills, trusts, probate, beneficiary designations, guardianship, and why failing to update documents can lead to delays, court involvement, and unnecessary costs. They also explain the risks of do-it-yourself legal documents, the importance of planning for young children, and how special needs trusts and life insurance can help protect loved ones and preserve benefits.

Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.

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Visit ⁠www.themainstreetcode.com⁠ for more information.