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Are You Committing the 7 Major Errors in Estate Planning?

by LeRoy Peterson Law

cropped1You may be interested in the Forbes article titled “7 Major Errors in Estate Planning.” The article starts with such an interesting quote – “It never fails to amaze me that so many otherwise savvy individuals, many of whom have their financial lives otherwise buttoned-up, use poor judgment (or no judgment) when it comes to their estate planning.” The seven errors listed are a no-nonsense list of the mistakes we see and discuss daily.

  1. “Not having a plan.”
  2. “Online or DIY rather than professionals.”
  3. “Failure to Review Beneficiary Designations and Titling of Assets.”
  4. “Failure to Consider the Estate and Gift Tax Consequences of Life Insurance.”
  5. Not “Maximizing annual gifts.”
  6. “Failure to Take Advantage of the Estate Tax Exemption in 2012.”
  7. “Leaving assets outright to Adult Children.”

The full article is available online at http://www.forbes.com/sites/robclarfeld/2012/04/25/7-major-errors-in-estate-planning/

I highly recommend that you take a minute to read the full article.

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LeRoy Peterson

The greatest gift you can give to your loved ones is a comprehensive Estate Plan. When life gets altered with a poor health diagnosis or a death, the last thing your family should worry about is your estate, how assets will be protected, and how to financially cover these unexpected changes. Let’s work together to create the powerful documents that will make things easier when bad things happen.

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