Guiding Your Legacy with Confidence

Common Estate Planning Mistakes & How You Can Avoid Them!

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15 Common Estate Planning Mistakes

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Learn the fifteen most common estate planning mistakes people and how you can avoid them in your planning.

Common Estate Planning Mistakes People Make And How You Can Avoid Them

In this book, you’ll learn the 15 common estate planning mistakes people make. More importantly, you’ll learn how to avoid these mistakes. The common estate planning mistakes covered in this book are:

  • Not preparing an estate plan
  • Not understanding how your assets pass at your death
  • Planning your estate around specific assets
  • Relying on co-ownership of property to avoid probate
  • Adding your children to the deed of your house
  • Adding your children to your bank accounts
  • Not understanding the tax consequences of a gift
  • Using beneficiary designations as your only plan
  • Failing to prepare an estate plan during a divorce
  • And much more.
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Common Estate Planning Mistakes & How You Can Avoid Them!