12 Common Estate Planning Mistakes

“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 #1 Failing to Address Healthcare Decisions

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

Estate Planning Mistake #3 No Wealth Transfer Strategy

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

 

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

Estate Planning Mistake #6 Failing to Transfer “Values”

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

Estate Planning Mistake #8 Failing to Organize and Consolidate

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

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

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

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