To request a no-cost zoom estate planning design meeting: https://aeplaw.cliogrow.com/intake/71...

Our national estate planning law firm website: https://aeplawyers.com/

00:00 Common Estate Planning Mistakes
1:29 Beneficiary Designations Not Consistent with Estate Legal Documents
3:55 Documentation and Asset Information Stored and Available
6:36 Uninformed About Leaving Ownership of Estate to Spouse
10:20 Designating the Wrong People
12:35 Failing to Appoint Backups
14:00 Failing to Fund the Living Trust
17:37 Failing to Take Advantage of the Step Up in Basis
23:04 Marking Changes in Pen or Pencil on Estate Documents
24:49 Failing to Communicate Intent to Survivors
27:13 Failing to Use Trusts for Minors or Financially Unstable
30:23 Failing to Use Traditional IRA for Charitable Bequests
33:40 Failing to Make Portability Election
37:57 Failing to Make Lifetime Annual Exclusion Gifts
40:00 Summary
41:10 Q&A