Mistakes Your Attorney Might Be Making – What You Need to Watch Out For
Audio is streamed directly from the publisher (mcdn.podbean.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
A well-drafted trust should protect your assets, ensure your wishes are followed, and make things easier for your loved ones. However, even estate planning attorneys can make mistakes that lead to costly problems. In this episode, we’ll cover four major mistakes attorneys make when drafting trusts—so you can recognize and avoid them in your own estate plan.
Here’s some of what we cover:
✅ Fund Your Trust: Unfunded trusts force assets into probate.
🔄 Plan for the What-Ifs: Backup trustees & beneficiaries are essential.
📆 Review Regularly: Life changes & tax laws can impact your trust.
👨👩👧 Customize Your Plan: One-size-fits-all trusts don’t work for unique families.
0:00 – Today’s question
1:51 – Coaching update
6:10 – Failing to Properly Fund the Trust
10:14 – Contingency Planning
14:55 – Reviewing and Updating the Trust
17:12 – Generic Planning
20:17 – Our process
Our website: https://cincinnatiestateplan.com/
Phone: 513-463-6789
Contact our team: [email protected]
Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/
Join us for our next workshop: https://cincinnatiestateplan.com/workshops/
Check out our free resources here: https://cincinnatiestateplan.com/free-resources/
Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1