TOP TEN Estate Planning mistakes (and how to avoid them!) explained in this discussion by expert Estate Planning Attorney 👉 Book a Call at [ Ссылка ] for California Living Trusts, Estate Planning, and Trust Administration.
What are the ten top estate planning mistakes made by people when they create (or fail to create) their wills, trusts, retirement accounts, and more? Leading California estate attorney Jim Cunningham gives a frank overview of the disasters he sees over and over again.
Here are just some of the estate planning mistakes people make:
1. Failing to plan for incapacity
2. Letting your family go to probate
3. The belief that all trusts are the same
4. Failing to address what will happen if you become disabled
5. Not protecting your beneficiaries from themselves
6. Not protecting your beneficiaries from third parties
7. Thinking your Living Trust covers your IRA and your retirement plans
8. Believing who you named to act as trustee will know what to do
9. Not keeping up with changes
10. Procrastination
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