5 Estate Planning Mistakes to Avoid — From an Estate Planning Lawyer
Passing It On: Estate Planning for Families · Michael Pevney
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Show Notes
As an estate planning lawyer, there are five things I would never do — and you shouldn't either. In this episode, I explain why I would avoid:
1. Putting my kids on the deed to my home
2. Handwriting my own will
3. Letting a client draft and file their own deed
4. Keeping estate planning documents in a bank safe deposit box
5. Naming a child under 18 as the beneficiary of a life insurance policy
Learn why these mistakes can create costly problems — and what you should do instead.
California residents: Protect your assets with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.
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