Tag: Estate Planning Mistakes

Estate Planning Myths and Misconceptions: Part 2

There are many different aspects of estate planning, and we want to make sure to look at all of the different parts for you. Here we continue from part one and go over more myths and misconceptions for you, so you ensure your estate plan will be set and ready to go after you pass.

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Estate Planning Myths and Misconceptions: Part 1

Having a conversation around estate planning isn’t on the top of anyone small talk list, but it is crucial to your life plan. There are many different myths and misconceptions around estate planning, but here are some of the myths and misconceptions that my clients have approached me with more frequently.

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Three Common Estate Planning Mistakes

When it comes to Estate Planning, I work with many different types of individuals and families at different stages of their life and needs. Too often, however, clients come to me after a painful road of mistakes. This blog is an attempt to help those out there who are unfamiliar or uncertain about estate planning avoid making three very easy to make mistakes when it comes to planning out their legacy, from being unaware of the need for it to be fearful of what it curtails.

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