Passing It On: Estate Planning for Families

5 Estate Planning Mistakes to Avoid — From an Estate Planning Lawyer


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As an estate planning lawyer, there are five things I would never do — and you shouldn't either. In this episode, I explain why I would avoid:

1. Putting my kids on the deed to my home

2. Handwriting my own will

3. Letting a client draft and file their own deed

4. Keeping estate planning documents in a bank safe deposit box

5. Naming a child under 18 as the beneficiary of a life insurance policy

Learn why these mistakes can create costly problems — and what you should do instead.

California residents: Protect your assets with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.

#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

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Passing It On: Estate Planning for FamiliesBy Michael Pevney

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