If you are like most people, you were shocked to learn that Prince died at age 57. He seemed so young, so vibrant, so alive. He likely felt the same way about himself. Most of us do at that age. And so he made a terrible mistake. He assumed that getting his estate planning house […]
Common Estate Planning Mistake #4: Assuming that you can always change things later
What is good for us today may not be good for us years down the road. So, it’s important to keep this as a consideration and build practical options, such as naming successor agents, into our estate plan. In this Estate Planning Minute, Wes Coulson discusses another common estate planning mistake and the problems that can come from assuming […]
Common Estate Planning Mistake #3: Trying to plan an Estate around specific assets
We don’t know whether or not any particular assets that we own now are still going to be a part of what we own when we die. Planning around these specific assets could potentially prove disadvantageous and conflict with what our true intentions are in our estate plan. In this Estate Planning Minute, Wes Coulson discusses […]
Common Estate Planning Mistake #2: Risks of Joint Accounts
It’s easy to misunderstand how joint bank accounts work and understanding the risks of joint accounts is important when making decisions. In this Elder Law & Estate Planning Minute, Wes Coulson discusses a common estate planning mistake and the risks of joint accounts. Common Estate Planning Mistake #2: Risks of Joint Accounts Transcript: Hi, I’m Wes Coulson […]
Common Estate Planning Mistake #1: Failing to appreciate how assets pass upon death
In the first of this Common Estate Planning Mistakes series, Wes Coulson discusses the common mistake people make in failing to appreciate how assets pass upon death. Common Estate Planning Mistake #1: Failing to appreciate how assets pass upon death Transcript: Hi, I’m Wes Coulson and this is your Estate Planning Minute. This is going […]
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