In this episode of the Financial Purpose Podcast, Dale Shafer dives into one of the most overlooked yet critical aspects of long-term financial planning: estate plan coordination. From outdated beneficiaries to unfunded buy-sell agreements and tax-conflicting trusts, Dale shares real-world stories that illustrate how uncoordinated estate documents can unravel decades of planning. Whether you’re a business owner or high-net-worth individual, this episode outlines the simple yet essential steps to ensure your estate plan works the way you intended—before it’s too late. Based on his latest blog, “The Costly Mistake of the Uncoordinated Estate Plan,” this is a must-listen for anyone serious about protecting their legacy.