Anthony S. Park

E15 10 Surprisingly Common Estate Planning Mistakes


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Summary
  1. Beneficiary blunders
  2. Selling property for $1
  3. Naming specific investments in your will
  4. Not thinking through a well-intended gift
  5. Leaving assets directly to a minor without dealing with guardianship issues
  6. Not planning for the death of a beneficiary
  7. Ownership mistakes and imbalances
  8. Not having a residuary clause
  9. Not planning for the unexpected
  10. Not dealing with your own mortality
Links

https://www.kiplinger.com/article/retirement/T021-C032-S014-10-surprisingly-common-estate-planning-mistakes.html

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Anthony S. ParkBy Anthony Park

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