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Four Gaps That Can Break Your Estate Plan (Even If It’s ‘Done’)
Episode 145
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Episode Summary:
You’ve done the hard work of creating your estate plan. But is it actually ready to work when you need it most? In this episode, Evon breaks down the four critical gaps that can make or break your estate plan's effectiveness — especially for busy optometrists and practice owners.
We’re diving into the implementation side of estate planning — those next steps after the documents are signed that so many overlook. Whether you’ve DIY’ed your estate plan or worked with an attorney, this episode will help you spot (and fix) potential breakdowns that could leave your family or practice exposed.
💡 In This Episode, You'll Learn:
- Why having signed documents may not be enough to protect your family or business
- The #1 mistake DIY estate planners make (and how to fix it)
- How to make sure your estate planning documents actually do what you want them to do
- Why outdated beneficiaries can completely derail your estate plan
- How to organize your digital life — from passwords to email — so your loved ones aren't locked out
- When to revisit and update your plan
🔗 Resources & Links:
- Click here to schedule a free intro call.
- Sign up for the Eyes On The Money newsletter and get the Estate Planning Checklist!
- The Optometry Money Podcast Ep 81: An Optometrist's Guide to Estate Planning
The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.
Published on 1 month, 1 week ago