8 Common Mistakes in Estate Planning

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Estate Planning Mistakes

Mistake 1

No protection to pass hard-earned wealth without government or court interference

8 Common Mistakes in Estate Planning

Already have an Estate Plan?

Qualified Estate Plan

Webinars & Events

Estate Planning Mistakes

Mistake 1

No protection to pass hard-earned wealth without government or court interference

Mistake 2

NOT KEEPING UP WITH CHANGES IN THE LAW OR PERSONAL CHANGES

Mistake 3

No protection to pass hard-earned wealth without government or court interference

Mistake 4

NO PROVISIONS TO MINIMIZE TAXES

Mistake 5

NO REMARRIAGE PROTECTION

Mistake 6

NO DIVORCE, CREDITOR OR LAWSUIT PROTECTION FOR BENEFICIARIES OR HEIRS

Mistake 7

INCOMPLETE HEALTHCARE DOCUMENTS

Mistake 8

FAMILY IS UNAWARE OF YOUR PLAN OR THEIR DUTIES

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