California Estate Planning Attorney reviews Top 10 Estate Planning Mistakes consider this Estate Planning for Dummies. Book a Call at https://cunninghamlegal.com/bookyour... to make sure you’re not making these top Estate Planning mistakes.
The first edition of Jim Cunningham’s book, “Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer.” was a bestseller on Amazon, and the Second Edition has just arrived—savvier than ever! It’s organized around the 10 most common mistakes people make when planning their estates, and it’s packed with frank talk and eyeopening advice. In this webinar, Jim will hit the highlights, including “The horrible things you don’t know about your IRA,” a drama of Shakespearean proportions! Hint: 87% of people who inherit IRAs make catastrophic errors that often end up destroying half their value.
Among just some of the Estate Planning mistakes we cover in this legal webinar are:
Letting your family go to probate
Assuming all Trusts are the same
Forgetting to plan for disability
Failing to protect beneficiaries from themselves
Letting third parties take advantage of your beneficiaries
Assuming your Living Trust covers your IRAs, 401(s), 403b(s), Annuities, and Insurance
Relying on your Living Trust as a tax plan
Assuming your Trustees will know what to do
Don’t miss this vital legal webinar so you can find out what the biggest Estate Planning Mistake is!
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