How to Avoid the Biggest Estate Planning Mistakes

Estate planning mistakes photo

Estate Planning Basics The first step in estate planning is to get organized.  Gather all of your important papers and documents and then get started on some of the basics you’ll need to complete the process. It is helpful if you have an idea of who you would like to name as your beneficiaries and…

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What are 4 of the Most Common Estate Planning Mistakes?

Common Estate Planning Mistakes

Here are 4 of the most common estate planning mistakes you can make. 1. Not having an estate plan. About 50% of Americans don’t have any estate planning documents. Obviously I have a bias toward all adults having estate planning documents. However, there is very good reason for this aside from what I do for…

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