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Top 10 Estate Planning Mistakes! – Your Smart Money Moves

published 378 days, 20 hours, 25 minutes ago posted by

BHGDigital 384 days, 20 hours, 23 minutes ago

Top 10 Estate Planning Mistakes! – Your Smart Money Moves

No will.

No tracking of beneficiaries for all of your IRAs, qualified plans and insurance policies.

Wrong executor and/or guardian.

Too much joint ownership Titling of properties.

No advanced medical directive

No power of attorney.If you have minor children, consider naming one guardian for your minor children and a separate guardian for the property you’ve left to support them.

Lack of knowledge on how the unified credit works.

No game plan on where to leave assets.

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tags: Estate Planning, Financial Advice, oXYGen Financial Atlanta Georgia, Top Mistakes when Planning Your Estate

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