Common Estate Planning Mistake #1: Failing to appreciate how assets pass upon death
In the first of this Common Estate Planning Mistakes series, Wes Coulson disusses the common mistake people make in failing to appreciate how assets pass upon death. Common Estate Planning Mistake #1: Failing to appreciate how assets pass upon death Transcript: Hi, I’m Wes Coulson and this … [Read More ...]
Common Estate Planning Mistake #2: Risks of Joint Accounts
It's easy to misunderstand how joint bank accounts work and understanding the risks of joint accounts is important when making decisions. In this Elder Law & Estate Planning Minute, Wes Coulson discusses a common estate planning mistake and the risks of joint accounts. Common Estate … [Read More ...]
Common Estate Planning Mistake #3: Trying to plan an Estate around specific assets
We don't know whether or not any particular assets that we own now are still going to be a part of what we own when we die. Planning around these specific assets could potentially prove disadvantageous and conflict with what our true intentions are in our estate plan. In this Estate Planning … [Read More ...]
Common Estate Planning Mistake #4: Assuming that you can always change things later
What is good for us today may not be good for us years down the road. So, it's important to keep this as a consideration and build practical options, such as naming successor agents, into our estate plan. In this Estate Planning Minute, Wes Coulson discusses another common estate planning mistake … [Read More ...]
Common Estate Planning Mistake #5: Failing to consider the ages of people you name as fiduciaries
Naming fiduciaries is an important part of our estate planning efforts. After all, when the time comes, the people we choose are entrusted with various aspects of our estate. While who we choose now may make perfect sense, considering their age is often an oversight and may prove them to be … [Read More ...]
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