Avoid the Most Common Mistakes in Estate Planning

Friday, July 7, 2017

Estate planning is all about your legacy. That means developing an estate plan that meets your goals and avoids unnecessary costs, delays, and conflicts for your heirs.

The good news is that you can avoid the most of the common pitfalls. William Blair’s latest paper on estate planning highlights the common mistakes in the context of the new Trump administration including:

  • The current legislative environment
  • Donating cash to charities rather than stocks
  • Leaving retirement assets to heirs
  • Passing on your legacy outright rather than in trust
  • Ignoring formalities in tax laws

Common Mistakes in Estate Planning

Private Wealth Updates

William Blair produces educational and timely communications on a variety of wealth management topics of interest to individuals and families at all generational stages of life, philanthropic foundations, and not-for-profit organizations.


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