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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 reduce likelihood of litigation in the settlement of your affairs

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