No Estate Plan
Failing to create any estate plan leaves your loved ones without direction, causing delays and legal complications.

Outdated Documents
Neglecting to update your estate plan as life changes can result in your assets going to unintended beneficiaries.

Ignoring Taxes
Failing to account for estate and inheritance taxes can significantly reduce the value of your estate for heirs.

No Healthcare Directive
Without a healthcare directive, your medical care may not align with your wishes if you become incapacitated.

Poor Executor Choice
Choosing the wrong executor can lead to poor estate management, disputes, and delays in asset distribution.

Skipping Asset Titling
Not properly titling assets can result in probate, complicating or delaying the distribution of your estate.

Not Communicating the Plan
Failing to communicate your estate plan to your family can lead to confusion, mismanagement, and disputes.

DIY Estate Plans
Attempting to create an estate plan without professional guidance can lead to costly legal and financial mistakes.

Overlooking Digital Assets
Ignoring digital assets, like online accounts or cryptocurrencies, leaves them unprotected and inaccessible to heirs.