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The Biggest Estate Planning Mistakes People Make in Florida
Episode Summary
In this episode of If You Don’t Plan, You Are Stupid!, Florida Estate Planning Attorney Andrew Rosenberg exposes the most common estate planning mistakes families make—and how to avoid them. From procrastination and outdated beneficiaries to the risks of joint accounts and guardianship court, Andrew Rosenberg breaks down the pitfalls he sees every day in his practice. He also shares real-life stories, including high-profile cases, to highlight what can happen when planning is neglected.
Whether you think a simple will is enough or assume your beneficiaries are in order, this episode is a wake-up call to take action before it’s too late.
Key Timestamps
00:00 – Episode intro & why estate planning mistakes are costly
00:45 – #1 mistake: procrastination and the myth of “I’ll do it later”
02:40 – Why a will alone isn’t enough: probate is slow, costly, and public
05:45 – Outdated beneficiary designations: ex-spouses, minor kids, and unintended heirs
09:50 – Contingency planning matters: the Gene Hackman estate headlines
11:40 – Estate tax pitfalls: why poor planning forced the Miami Dolphins sale
12:30 – Hidden dangers of joint ownership with adult children (lawsuits, divorce, bankruptcy)
16:35 – Real-world story: how a child’s bankruptcy can put parent assets at risk
17:40 – Incapacity planning vs. guardianship court; durable power of attorney essentials
18:45 – If you’ve made mistakes: what to gather and the first step to fix them
About the Show:
If You Don’t Plan, You Are Stupid! is a podcast hosted by estate planning attorney Andy Rosenberg. Each episode helps Florida families better understand how to protect their legacy, minimize legal complications, and ensure smooth transitions for their loved ones. With clarity, humor, and expertise, Andy explains topics like probate, trusts, guardianships, and wills.
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By ifyoudont
5
33 ratings
Episode Summary
In this episode of If You Don’t Plan, You Are Stupid!, Florida Estate Planning Attorney Andrew Rosenberg exposes the most common estate planning mistakes families make—and how to avoid them. From procrastination and outdated beneficiaries to the risks of joint accounts and guardianship court, Andrew Rosenberg breaks down the pitfalls he sees every day in his practice. He also shares real-life stories, including high-profile cases, to highlight what can happen when planning is neglected.
Whether you think a simple will is enough or assume your beneficiaries are in order, this episode is a wake-up call to take action before it’s too late.
Key Timestamps
00:00 – Episode intro & why estate planning mistakes are costly
00:45 – #1 mistake: procrastination and the myth of “I’ll do it later”
02:40 – Why a will alone isn’t enough: probate is slow, costly, and public
05:45 – Outdated beneficiary designations: ex-spouses, minor kids, and unintended heirs
09:50 – Contingency planning matters: the Gene Hackman estate headlines
11:40 – Estate tax pitfalls: why poor planning forced the Miami Dolphins sale
12:30 – Hidden dangers of joint ownership with adult children (lawsuits, divorce, bankruptcy)
16:35 – Real-world story: how a child’s bankruptcy can put parent assets at risk
17:40 – Incapacity planning vs. guardianship court; durable power of attorney essentials
18:45 – If you’ve made mistakes: what to gather and the first step to fix them
About the Show:
If You Don’t Plan, You Are Stupid! is a podcast hosted by estate planning attorney Andy Rosenberg. Each episode helps Florida families better understand how to protect their legacy, minimize legal complications, and ensure smooth transitions for their loved ones. With clarity, humor, and expertise, Andy explains topics like probate, trusts, guardianships, and wills.
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