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314. The Simple Estate Planning Error That Could Hurt Your Family

A Wiser Retirement®

Chapters
0:00
Cold Open: The Costly Mistake
0:29
Meet Shauna and Attorney Arun
1:10
Estate Tax Exemption Update
2:14
Case Study Setup: Travis and Taylor
6:45
The Beneficiary Mismatch Uncovered
10:40
Why Custodians Follow Forms, Not Wills
14:55
HR Prompts, Life Events, and Oversight
16:14
Litigation Risks and Emotional Fallout
18:56
Clear Docs Reduce Family Conflict
20:37
Home Title Trap: Survivorship Language
24:18
How to Check and Fix Your Deed
27:15
Start with the End: Asset Flow
29:12
Prepare Before the Unthinkable
29:38
Resources, Links, and Closing
A Wiser Retirement®
314. The Simple Estate Planning Error That Could Hurt Your Family
Nov 16, 2025 Episode 314
Wiser Wealth Management

In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta discuss a real-life story that shows how one overlooked detail can lead to heartbreaking consequences for a family.

Related Podcast Episodes: 

Ep 295: What Happens If You Die Without a Will? The Legal Nightmare

Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning?

Ep 233: How Second Marriages and Blended Families Impact Estate Planning

Related Financial Education Videos:

Prevent Family Conflict with Legacy Planning 

Does inheritance count as income? 

Other Links:

AG Law

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