There are many reasons why people fail to do their estate plan. Below are a few examples of why people fail to do their estate plan according to the Consumer Reports Money Adviser March 2015 issue.
- You think you’re too young for a Will or don’t have enough assets to protect
- You put everything in joint ownership
- You forget what a will doesn’t do
- You allow your legacy to be squandered
- You ignite sibling rivalry
- You overcomplicate your plan
Remember, failing to take action or making the wrong moves can be costly for you and your heirs. Contact our office at (650) 463-1550 to schedule your complimentary half hour appointment with one of our highly qualified estate planning attorneys to see how an estate planning can best work for your personal situation.
Mary S. Falk has devoted herself to providing her clients with the type of quality legal service she herself would seek from an attorney. Her focus on estate planning has stemmed from her firm belief in protecting her clients and their families from the devastating effects that often accompany disability and death. Mary received her Bachelor of Science in Special and Elementary School Education, and her Juris Doctor from Santa Clara University School of Law... Read More!
Latest posts by Mary S. Falk, Estate Planning Attorney (see all)
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