What Are the Top Mistakes Made in Estate Planning?

Have you visited an estate planning attorney near Tracy or Livermore yet? If not, you’re already making one of the most common mistakes in estate planning, which is to delay the process of creating your will and making other key decisions for your estate. Even if you aren’t yet sure whether you need a trust or a living will, it’s a good idea to visit an estate planning lawyer to learn about your options.

To hear about three additional common mistakes in estate planning, watch this video. These financial experts offer some points of consideration for you to discuss with your will lawyer, such as whether your beneficiary forms are properly updated and whether you have planned for minimal estate taxes.

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