Elder Law Report

Top 3 Estate Planning Mistakes

January 05, 2023 Greg McIntyre, J.D., M.B.A.
Elder Law Report
Top 3 Estate Planning Mistakes
Show Notes

On today's episode Attorney McIntyre and Attorney Brenton Begley discuss the Top 3 Planning Mistakes. 

  1. Failing to Plan Ahead. Ignoring a problem doesn’t mean it isn’t there and leads to anxiety.
  2. Not reviewing Your Estate Plan Regularly. Change is constant and your estate plan should change with your life and circumstances.
  3. Not Seeking Professional Help. DIY estate planning comes with many perils.

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