Common Estate Planning Errors

Estate planning can be a detailed process. We are always here to help! Make sure you aren’t missing something that could end up costing you. Here are some common estate planning errors: 1) Not naming a beneficiary of: an IRA, Life Insurance, Annuities, any benefit from a union or former employer 2) Not planning for out of Florida real estate: how to title to eliminate or reduce death taxes in that state, titling to avoid ancillary administration 3) Improper planning for non-U.S. property – may need a will drawn in the foreign jurisdiction 4) Not ascertaining the citizenship of all heirs 5) Not taking into account possible undue influence as you age 6) Not taking steps to

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