Corbalis & Goldberg
707 Torrance Blvd., Suite 200
Redondo Beach, California 90277
Phone: (310) 540-3199
Fax: (310) 316-1823
NEW Colorado Office
Effective September 10, 2016
5619 DTC Parkway
Greenwood Village, Colorado 80111
Phone: (303) 792-3456
Fax: (303) 792-9092
Top 10 Estate Planning Mistakes
Proper estate planning is an investment that will protect your assets, prevent problems, and provide peace of mind for you and for your family. However, estate plans can be riddled with mistakes due to improperly structured or outdated plans.
A poorly constructed estate plan will only create costly confusion, encourage disputes, and make life difficult down the road for your heirs. Antiquated plans can be just as problematic. New marriages, new property, a change to a closely held business, new tax laws, more children and grandchildren, retirement income, new investments - the reasons to review and update your estate plan are endless.
Take steps to avoid estate planning mistakes. Initiate the process by receiving our list of the "Top 10" mistakes we see in estate plans in our practice at Spierer, Woodward, Corbalis, and Goldberg.
To receive this critical guide, just fill out and submit the form below.
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Inside Our Top 10 List of Estate Planning Mistakes:
- Protecting Younger Children
- Protecting Beneficiary's Inheritances
- Planning for Retirement Assets
- Special Needs or Unique Circumstance Planning
- Trust Protector/Advisor
- Planning for Closely Held Businesses
- Magic Wand Funding Provision
- Ability to Remove Trustee
- Specific Revocation Provisions
- Estate Taxes
We cannot emphasize how important it is to understand the basics of your estate plan and what it will do in various circumstances. At Spierer, Woodward, Corbalis, and Goldberg, we work with families by integrating estate, business and asset protection tools in order to maximize wealth preservation and minimize taxes and disputes.
For more information, please visit our Estate Tax, Asset Protection and Administration practice area.