How To Avoid the Biggest Estate Planning Mistakes

Listen to this episode of Life Happens for an important discussion on ⁠estate planning⁠ in 2024 – and how to avoid the most common mistakes.

Estate planning may seem straightforward to some, but certain traps are easy to fall into. Join hosts Aaron Connor and Lou Pierro on Life Happens as they share tips and tools to side-step the pitfalls.

For example, if you’re in a second marriage, it may seem fair to name both your adult child and new spouse as ⁠Health Care Proxy⁠. However, this can cause complications down the line if the two parties don’t agree on a plan of action- even if they otherwise have a good relationship. Choosing one person you trust can save stress on everyone.

Some other common mistakes include:

• failing to fund a ⁠trust⁠,
• not checking beneficiary designations
• not planning for a disability
• naming too many co-agents
• forgetting to plan for your family pets!

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