Ten Common Estate Planning Mistakes

Below is a link to download our Guide, “Ten Common Estate Planning Mistakes”

Despite what you may think, Estate planning is for everyone. Regardless of what assets you have, it’s important to ensure they’re protected and managed during incapacity and after death. Download this PDF to learn:

  • The biggest estate planning mistake
  • Why most people neglect to create a will
  • How to determine the best estate plan for you
  • Why it might not be wise to “just add the kids to the title”
  • What to consider when choosing a fiduciary
  • How to distribute your assets
  • How life insurance benefits are disbursed
  • How to avoid common pitfalls of outstanding debts and obligations
  • The importance of updating your plan
  • Why so many estate plans contain mistakes, and how to avoid them

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