Скачать или смотреть The 10 Most Common Mistakes in Estate Planning - Dana Whiting Law Seminar

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Estate planning is essential, but many people unknowingly make critical mistakes that could cost their loved ones time, money, and peace of mind. In this video, the team at Dana Whiting Law breaks down the 10 most common estate planning mistakes, from failing to plan altogether to improperly funded trusts, outdated documents, and misunderstandings about probate and taxes.

Whether you think you're too young, your estate is too small, or you’re relying on online DIY templates, this video explains why every adult should have a properly designed and maintained estate plan. You'll learn the difference between wills and trusts, how to avoid probate, how to properly title your assets, and why beneficiary designations matter more than you think.

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VIDEO TOPICS
0:00 - The 10 Biggest Estate Planning Mistakes
08:28 - Mistake 1: Failure to Plan
13:44 - The Real Benefit of a Trust (Controlling Assets from the Grave)
16:36 - Mistake 2: Why Your Estate Plan is Not "One and Done"
22:24 - Mistake 3: Improper Estate Plan
32:07 - Trust Type 1 vs 2: Discretionary vs. Mandatory A-B Split
43:31 - How to Use Subtrusts for Kids (Creditor & Divorce Protection)
51:25 - Trust Type 3: The A-B+ Trust (Getting a "Double Step-Up in Basis")
1:05:05 - Mistake 4: Striking Balance Blended Beneficiaries
1:13:11 - Mistake 5: Create a "Legacy" vs. Leaving an Inheritance
1:16:51 - Mistake 6: Discussion on Fiduciaries (Choosing the Right Successor Trustee)
1:23:12 - Mistake 7: Discussion on Flexibility of Clauses
1:31:36 - Mistake 8: Failure to Fund Your Trust (The Most Common Error)
1:35:49 - Mistake 9: Failure to Coordinate Non-Trust Assets
1:38:03 - Mistake 10: Failure to Consider Other Estate Planning Documents
1:45:03 - Legal Fees

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ABOUT DANA WHITING LAW

We have many years of estate planning experience. Many Estate Planning Law Firms in Arizona will sell you an inexpensive set of documents to serve as your Estate Plan. Our law firm is different.

Our guarantee is simple, we want to make sure that your estate plan, is YOUR ESTATE PLAN. Many Estate Planning Law Firms in Arizona will sell you an inexpensive trust template to serve as your Estate Plan. That type of firm is commonly referred to as a “Trust Mill”. Our law firm is different. We will take the time to educate you and help you understand the many options available in Estate Planning. We want to design an Estate Plan tailored specifically for you and your family circumstances.

This channel is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read or view on this site. Using this site or communicating with Dana Whiting Law through this site does not form an attorney/client relationship.

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