Avoid Ten Gruesome Estate Planning Mistakes

Attorney Nicole Y. Newman specializes in estate planning, dedicating her practice to guiding clients through the complex and often confusing process of balancing family protection, wealth preservation, and family values. In this webinar, you will learn how to avoid 10 common estate planning mistakes to protect your assets and legacy.

00:00 - Intro
00:31 - Mistake #1 Dying Intestate
12:12 - Mistake #2 Having an "I Love You" Will
18:30 - Mistake #3 Owning Real Property Jointly
41:48 - Mistake #4 Giving Property Outright to Heirs
00:01:00 - Mistake #5 Not Having the Right Trust
00:01:05 - Mistake #6 Not Funding the Trust Properly
00:01:06 - Mistake #7 Not Updating Your Estate Plan
00:01:07 - Mistake #8 Doing It Yourself
00:01:09 - Mistake #9 Believing a Trust Alone is Enough
00:01:10 - Mistake #10 Believing the Biggest Enemy is Uncle Sam

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IMPORTANT DISCLOSURES:
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• References in this material does not constitute or imply indorsement, recommendation, or favoring by Pure Financial Advisors nor it’s employees.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.

Esquire (Esq.) is an honorary title that is placed after a practicing lawyer's name. Practicing lawyers are those who have passed a state's (or Washington, D.C.'s) bar exam and have been licensed by that jurisdiction's bar association.