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.
01
Estate Planning Mistake #1: Failing to Address Healthcare Decisions
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Estate Planning Mistake #2: No Plan to Control Financial and Property Matters During Incapacity
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Estate Planning Mistake #3: No Wealth Transfer Strategy
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Estate Planning Mistake #4: Failure to Understand and Plan for Death Taxes
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Estate Planning Mistake #5: Thinking Children, Minors and Adults, Don’t Need Inheritance Protection
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Estate Planning Mistake #6: Failing to Transfer “values”
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Estate Planning Mistake #7: Not Preserving Tax Deferral Benefits of Retirement Plans
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Estate Planning Mistake #8: Failing to Organize and Consolidate
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Estate Planning Mistake #9: in Second Marriages, Failing to Protect Your Spouse and Your Kids
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Estate Planning Mistake #10: Failing to Plan for Tangible Personal Property
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Estate Planning Mistake #11: Access to Medical Records – Failing to Plan for HIPAA
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Estate Planning Mistake #12: Believing Estate Planning is a “one-time Event”
