We will discuss some of the more common Estate Planning mistakes that people make such as…
Not Having an Estate Plan
This is by far the most common mistake people make and it can be quite costly for their heirs.
Not Properly Funding Your Trust
This is a mistake that most people never consider, yet it can b e a significant problem.
Too many families fail to realize that their Estate Plan is inadequate…until it’s too late!
Not Planning for Disability
We never know what lies in store for the future. All you can do is be prepared.
Not Updating an Estate Plan
If you already have an Estate Plan, do you keep it updated as life situations change?
DIY Estate Planning
Do-it-yourself Wills often lack perspective and foresight and do not anticipate problematic situations.
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