10 Common Estate Planning Mistakes to Avoid [Webcast]

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  • Uploaded 4 weeks ago in the category Financial Advice

    Joe Anderson invites special guest Nicole Newman, Esq.

    to discuss the ten most common estate planning mistakes she comes across as an estate planning attorney.



    Important Points

    (00:55) Mistake #1: Dying Intestate

    (01:38) Mistake #2: Having an “I Love You” Will

    (02:20) Mistake #3: Owning Real Property Jointly

    (04:07) Mistake #4: Giving Property Outright to Heirs

    (15:45) Mistake #4: Other Options

    (17:55) Mistake #5: Not Having the Right Trust

    (18:50) Mistake #6: Not Funding the Trust Properly

    (19:54) Mistake #7: Not Updating Your Estate Plan

    (21:00) Mistake #8: Doing It Yourself

    (21:40) Mistake #9: Believing a Trust Alone is Enough

    (24:40) Mistake #10: Believing the Biggest Enemy is … Uncle Sam


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  • 10commonestateplanningmistakesavoid[webcast]