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10 Common Estate Planning Mistakes to Avoid [Webcast]

10 Common Estate Planning Mistakes to Avoid [Webcast]

Joe Anderson invites special guest Nicole Newman, Esq. to discuss the ten most common estate planning mistakes she comes across as an estate planning attorney.

Important Points

(00:55) Mistake #1: Dying Intestate

(01:38) Mistake #2: Having an “I Love You” Will

(02:20) Mistake #3: Owning Real Property Jointly

(04:07) Mistake #4: Giving Property Outright to Heirs

(15:45) Mistake #4: Other Options

(17:55) Mistake #5: Not Having the Right Trust

(18:50) Mistake #6: Not Funding the Trust Properly

(19:54) Mistake #7: Not Updating Your Estate Plan

(21:00) Mistake #8: Doing It Yourself

(21:40) Mistake #9: Believing a Trust Alone is Enough

(24:40) Mistake #10: Believing the Biggest Enemy is … Uncle Sam

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• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.


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