Top 10 Estate Planning Mistakes!
Submitted by oXYGenFinancial on August 14, 2009 – 9:08 am2 Comments
- No will.
- No tracking of beneficiaries for all of your IRAs, qualified plans and insurance policies.
- Wrong executor and/or guardian.
- Too much joint ownership
- Titling of properties.
- No advanced medical directive
- No power of attorney.
- If you have minor children, consider naming one guardian for your minor children and a separate guardian for the property you’ve left to support them.
- Lack of knowledge on how the unified credit works.
- No game plan on where to leave assets.
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Phone 1.800.355.9318 or 770.777.0427
Can you elaborate on the problem with too much joint ownership?
Top 10 Estate Planning Mistakes! – Your Smart Money Moves…
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