Many veterinarians believe that once their estate planning documents are completed, the job is done.
Unfortunately, that is often where problems begin.
In this episode of the Smarter Vet Podcast, CJ Burnett and Tom Seeko discuss why estate planning is more than simply having a will or trust in place. They explore how beneficiaries, account ownership, trusts, business interests, and life insurance all need to be coordinated with your broader financial plan.
They also explain common mistakes they see among veterinary professionals, including outdated documents, uncoordinated accounts, and assumptions that tax laws will never change.
Whether you’ve never created an estate plan or haven’t reviewed yours in years, this episode offers practical insights to help ensure your wishes, your family, and your legacy are properly protected.
Listen now to learn:
• Why estate planning documents alone may not be enough
• How trusts, beneficiaries, and account ownership work together
• The role life insurance can play in estate planning
• Why practice owners have additional estate planning considerations
• Three action steps to review your plan today
Smarter Vet Podcast-https://flveterinaryadvisors.com/smarter-vet-financial-podcast/
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