8 Common Mistakes in Estate Planning

West Hunsaker

West has been helping the Morris Hall team protect the legacy o since 2005. You feel his love for people, community and family everytime you’re in his presence. Need to edit this obviously.

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Qualified Estate Plan

Not every estate plan is created equally. To maximize full protection, Morris Hall customizes every estate plan to meet the needs of each client. We also anticipate future situations that might affect you and your estate.

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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

West Hunsaker

Webinars & Events

Qualified Estate Plan

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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