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Estate Planning

5 Common Estate Planning Mistakes to Avoid

November 1, 2024

Estate planning is an essential part of financial planning, but it's easy to get wrong. Many people make common mistakes that create serious consequences for their families later.

The most frequent five: waiting too long to start, using an online form for something that isn't simple, failing to fund a revocable trust, leaving stale beneficiary designations in place, and never revisiting the plan after a major life change.

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