TOP 10 ESTATE PLANNING MISTAKES

10.	Failure in not having a Will (or not updating your existing Will).
9.	Failure to have successor Executors, successor Guardians and successor Trustees.
8.	Failure of not planning or discussing your Will with your beneficiaries.
7.	Failure to take taxes into consideration when preparing your Will.
6.	Failure to have a Power of Attorney.
5.	Failure to have an Advance Directive for Medical Care with appointment for a health care agent (“Living Will”).
4.	Appointing the wrong fiduciaries.
3.	Failure to plan for contingent beneficiaries.
2.	Failure to review and update the beneficiaries of the life insurance policies (and/or retirement plans.
1.	Two words:  Internet Will.  Failure of not hiring an Attorney.

I hope this information is helpful.

Please contact the Law Offices of William H. Copperthwaite Jr., L.L.C. if you have any questions.

Please note that the information contained in this summary is intended for informational purposes only and is not to be considered tax/legal advice. For specific advice, please contact the Law Offices of William H. Copperthwaite Jr., L.L.C.