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

02

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

03

Estate Planning Mistake #3: No Wealth Transfer Strategy

04

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

05

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

06

Estate Planning Mistake #6: Failing to Transfer “values”

07

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

08

Estate Planning Mistake #8: Failing to Organize and Consolidate

09

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

10

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

11

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

12

Estate Planning Mistake #12: Believing Estate Planning is a “one-time Event”

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