Estate Planning News - May 20, 2022

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6 Common Estate Planning Mistakes

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Estate planning can be one of the most daunting and unpleasant tasks for an individual. No one really likes to contemplate their death, so it can be unsettling to develop a comprehensive estate plan.


Although it’s something many people choose to avoid, creating an effective estate plan is essential if you want to ensure your assets are distributed in the manner you desire after passing away. Leaving a comprehensive estate plan with clear instructions for your heirs is one of the best decisions you can make.


To help make the process easier, here are six common estate planning pitfalls that you’ll want to avoid.

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Upcoming Workshops Dates and Locations:
Please feel free to share this information with anyone who may be interested.

Ventura Workshop Dates & Location
Hotel: Four Points by Sheraton, Ventura Harbor Resort
1050 Schooner Drive
Ventura, CA 93001
Dates:
Wednesday, June 1, 10:00 a.m. – 12:15 p.m.– or –
Wednesday, June 1, 7:00 p.m. – 9:15 p.m. – or –
Saturday, June 4, 10:00 a.m. – 12:15 p.m.– or –
Tuesday, June 7, 7:00 p.m. – 9:15 p.m.


Reserve Your Seats for the Workshop

Plan on It: Probate video replay

Probate

Watch the replay of our one-hour Estate Planning webinar series (Plan on It) in which Chris and Paul discuss the topic of Probate.


Click here to watch video.

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