The Top Ten Estate Planning MISTAKES: Avoid Disaster! Tips

TOP TEN Estate Planning mistakes (and how to avoid them!) explained in this discussion by expert Estate Planning Attorney 👉 Book a Call at cunninghamlega... for California Living Trusts, Estate Planning, and Trust Administration.
What are the ten top estate planning mistakes made by people when they create (or fail to create) their wills, trusts, retirement accounts, and more? Leading California estate attorney Jim Cunningham gives a frank overview of the disasters he sees over and over again.
Here are just some of the estate planning mistakes people make:
1. Failing to plan for incapacity
2. Letting your family go to probate
3. The belief that all trusts are the same
4. Failing to address what will happen if you become disabled
5. Not protecting your beneficiaries from themselves
6. Not protecting your beneficiaries from third parties
7. Thinking your Living Trust covers your IRA and your retirement plans
8. Believing who you named to act as trustee will know what to do
9. Not keeping up with changes
10. Procrastination
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• The Top Ten Estate Pla...
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[@jakelee1772]

Wow, this guy is great. He makes the confusing stuff easy to understand. Great presentation.👍👍👍

[@CunninghamLegal]

I appreciate that! Thank you.

[@KennethGuilory-w8q]

Let's hope he can make the NICER 33-year reformed Latin Law Permission Trust Administration sound simple when they go global in a few months.

[@waterdd1]

Fantastic presentation. Your channel deserves more views.
I’m not even your target audience, I’m from Georgia. Thank you for all the information and ideas you’ve given me.

[@CunninghamLegal]

Thanks for watching!

[@garybrown9719]

😢3 years later ford platinum is $960000

[@cliffordchamney2741]

Now out of date per IRS. (2023-08-13)

[@CunninghamLegal]

This video was taken before COVID and was current at that time.

[@marlenekoons9545]

Good information

[@JudithNaughton-d6z]

I want copies of these slides and the discount!

[@CunninghamLegal]

Hi there! You can reach out to us by filling out our contact form to request a copy of the slide deck.
CONTACT: www.cunninghamlegal.com/california-law-offices/contact/
We can only offer the discount to those that attended the event in person. You can check here for our upcoming events to attend & earn a discount: www.cunninghamlegal.com/free-in-person-estate-plan-workshops/

[@RosannaMcKinley]

🤑💰💸

[@bennyvictory3483]

Excellent and informative presentation. I am sharing this with my clients .

[@CunninghamLegal]

Hi Benny! Thank you for the positive feedback. Please have your clients utilize our blogs at www.cunninghamlegal.com/blog/. We provide high level updated financial savvy tips! Be sure to subscribe and tune in this week!

[@EstatePlanVictim]

thanks

[@tigerscout6404]

😮

[@detectiveofmoneypolitics]

Economic investigator Frank G Melbourne Australia is still watching this very informative content cheers Frank ❤

[@CunninghamLegal]

Excellent, thanks for watching!