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Gainesville, FL Estate Planning, Will & Trust Law Blog

Thursday, July 18, 2013

TOP 10 ESTATE PLANNING MISTAKES

10 PLANNING MISTAKES

 

1)       Failing to Address Health Care Decisions

2)       No Plan to Control Financial & Property Matters During Incapacity

3)       No Strategy to Transfer Assets

4)       Failure to Understand & Plan For Taxes

5)       Thinking Children – Minor And Adult – Don’t Need Inheritance Protection

6)       Failing to Transfer “Values”

7)       Not Preserving Tax Deferral Benefits of Retirement Plans

8)       In second marriages, failing to protect your spouse, and your kids

9)       Access to Medical Records – Failing to Plan for HIPAA

10)    Failing to Plan for Tangible Personal Property

 

 

No one knows what tomorrow may bring and if here is an unexpected death, who would take custody of the children? Who would get mom’s antique piano and what would happen to that retirement nest egg? 

No one particularly welcomes thoughts of death or dying but we strive to make estate planning a painless and rewarding process. Clients are often anxious the first time we meet, but by helping them clarify and get things in order, it really lifts a burden off their shoulders.  It is never too early or too late to discuss estate planning strategies.

Throughout your life, things change.  You change, your assets change, your family changes, the law will definitely change.

At White & Crouch, P.A., we foster a lifetime, ongoing relationship with our clients.  Call us today.




From our office in Gainesville, the estate planning firm of White & Crouch, P.A. advises and represents clients in communities throughout Alachua County, Marion County, Levy County, Putnam County, Clay County, Bradford County, Union County and Gilchrist County in North Central Florida. Call us at 352-372-1011 or contact the firm by email to arrange an initial consultation with us today.



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