#10 of 25 Common Estate Planning Mistakes

Not Discussing Your Estate Plan with Your Family Many people make the critical error of not discussing their estate planning, and why certain choices were made, with their family prior to their passing. Communication is especially important when your plan includes unequal asset distributions among your children. A failure to communicate often causes hurt feelings…

#8 of 25 Common Estate Planning Mistakes – Alternates

Failing to Name More Than One Successor Trustee / Personal Representative Estate planning is about “what if?” Your plan should include designated backups / alternatives for all of the key players, including successor trustee / personal representative. Estate plans fail because people make presumptions about the order of death and availability of people to take…

#6 of 25 Common Estate Planning Mistakes – Attorney

Not Working with an Experienced Estate Planning Attorney Many people attempt to save money on estate planning by getting a do-it-yourself trust agreement online. Or selecting the attorney who offers the lowest price, regardless of experience. A better value is to work with an experienced estate planning attorney who will craft your estate plan to…