“Most estate planning mistakes tend to be fall into one of several categories. Every estate plan has unique features, but the same problems and mistakes recur. Many mistakes don’t vary with the value of an estate and other factors. Each of the classic mistakes is avoidable. All that’s needed is knowledge of what to beware…

“Experienced estate planners see a high percentage of clients with these recurring mistakes. They know if you’ve never seen an estate planner or haven’t had a plan revised within the last three years, your plan is likely to have at least one of these costly mistakes. (Remember, even if you haven’t seen an estate planner,…

©2016 Marsalese

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