Estate Planning: Top 10 Mistakes

One of the most popular seminars that I present is called "10 Things Not to do in Estate Planning". While I'm talking, people in the audience laugh their heads off at the examples I give of people who have made silly mistakes, but afterwards I usually have at least a half dozen people waiting with anxious faces to tell me they've done the things I said they shouldn't do.

My point is that it's really easy to make mistakes with estate planning. Laws are complicated, there's too much wrong information on the internet, our friends and relatives are full of scare-stories and anecdotes, and lawyers are expensive. No wonder people make mistakes.

I'm attaching a really good article from www.everythingzoomer.com that talks about ten common estate  planning mistakes. It covers some pretty important points. You may recognize some things that you've done, or are thinking about doing. Why not take a look? Click here to read it.

The problem with estate planning mistakes is that we don't know we've made them. Likely we'll never know if we don't discuss our planning with a lawyer. Unfortunately, that leaves our families to clean up the mess after we've gone. If you'd prefer not to leave a dispute or a tax problem behind, start by checking out this article.