Pacific United Planning, Inc. | Mark Klein, Esq.
archive,author,author-markklein,author-4,ajax_fade,page_not_loaded,,qode-theme-ver-7.7,wpb-js-composer js-comp-ver-5.7,vc_responsive

Author: Mark Klein, Esq.

Two people sitting at a table signing paperwork

28 Mar Top 8 estate planning mistakes

Top 8 Estate Planning Mistakes   Perhaps you have heard the expression: “If you fail to plan then you plan to fail.” This statement was never truer than for estate planning. By some accounts, 70% of adult Americans have no will or trust in place for their loves ones. Furthermore, others who initially did prepare an estate plan have failed to update it in light of changing circumstances in their lives. You can benefit from avoiding the 8 most common estate planning mistakes that I have seen people make. 1. FAILURE TO PRESERVE YOUR INHERITANCE FOR YOUR GRANDCHILDREN SHOULD YOUR SON/DAUGHTER DIE AND THEIR SURVIVING SPOUSE...

Read More