Number 1 Estate Planning Mistake

Really there are two Number 1 Estate Planning Mistakes


Two Number 1 Estate Planning Mistakes

1 - For people without an Estate Plan - Not having an Estate Plan, which can lead to many unintended consequences.

2 - For people with an Estate Plan - Getting your Estate Plan in place and never looking at it again. Your life will change after your Estate Plan is in place and your Estate Plan should change with it.

If you are wonder specifically about Mistakes with Trusts, check this out.

To learn more feel free to schedule a complimentary Estate Planning Strategy Session here.

About the Author Donald Rolfe

Father, husband, entrepreneur, and owner of a trivia filled brain. I help families and individuals plan for the unexpected and end of life. Schedule a Complimentary Strategy Session to chat with me, get answers to your questions, and find out about your Estate Plan options.

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