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Tag Archive: Estate Planning Mistakes

8 Estate Planning Mistakes to Avoid

8 Estate Planning Mistakes to Avoid

Estate planning is an arduous task which unfortunately can be prone to mistakes. Even using a professional planner to facilitate the process will not guarantee an error-free result. Fortunately, a CFP named Ed McCarthy recently posted an article (linked here) which highlights the 8 most common mistakes that were brought up from survey of experienced advisors. Here is the list of most common mistakes from his article: 1. Improper beneficiary designations – We frequently see advisors improperly completing beneficiary designations. Examples: not changing the beneficiary...

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