How to Avoid Estate Planning Mistakes

estate planningThe biggest mistake in estate planning is not to have an estate plan.

A story on says that 38 percent of those with assets over $1 million have not engaged professional help with their estate plans.

This can leave a huge mess for your loved ones to clean up.

Other mistakes:

  • Not signing your will.
  • Tax mistakes. Many people believe if they don’t have assets in excess of $5.43 million (the federal exemption) they don’t need a plan. They probably do.
  • Not keeping your plan up to date. Situations change.

If you have questions about estate planning, feel free to contact us for a consultation at (626) 696-3145.

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