Estate Planning Mistakes: Part I – EP. 35 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to discuss some of the most common mistakes people make when putting together an estate plan.

Ms. Windsor discusses failing to communicate a complicated family situation with your estate planning attorney, adding children as joint owners instead of beneficiaries or through an estate planning document, drafting a will under the misconception that it will avoid probate, naming only one successor Trustee or Agent for Power of Attorney and Healthcare, picking a guardian based only on their financial position, avoiding preferences on organ donation or designating burial or cremation, verbally communicating something to family that differs from your estate plan, utilizing online legal services rather than an attorney, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.