The Law Offices of Justin M. Gilbert

“How To” Estate Planning Mistakes Video Library

These videos represent an easy “how to” guide when processing an estate plan. There are many common estate planning mistakes I have noticed through my years working with families and helping them create their estate plan & retirement plans. Over the course of all twelve videos, we will touch on Estate Planning, Healthcare, Retirement, Asset Planning, Inheritance Protection, Death Taxes, HIPPA and many other helpful considerations. Feel free to contact us with any questions you might have.

Estate Planning Mistake #1Failing to Address Healthcare Decisions

 

Estate Planning Mistake #2No Plan to Control Financial and Property Matters During Incapacity

 

Estate Planning Mistake #3No Wealth Transfer Strategy

 

Estate Planning Mistake #4Failure to Understand and Plan for Death Taxes

 

Estate Planning Mistake #5Thinking Children, Minors and Adults, Don’t Need Inheritance Protection

 

Estate Planning Mistake #6Failing to Transfer “Values”

Transfer Values in Estate Planning

 

Estate Planning Mistake #7Not Preserving Tax Deferral Benefits of Retirement Plans

 

Estate Planning Mistake #8Failing to Organize and Consolidate

 

Estate Planning Mistake #9In Second Marriages, Failing to Protect Your Spouse and Your Kids

 

Estate Planning Mistake #10Failing to Plan for Tangible Personal Property

 

Estate Planning Mistake #11Access to Medical Records – Failing to Plan for HIPAA

 

Estate Planning Mistake #12Believing Estate Planning is a “One-Time Event”