09/01/2026
You can have an estate plan and still make estate planning mistakes. Some happen because people wait too long. Others happen because a plan was created years ago and never looked at again. And some are surprisingly simple, like forgetting to review a beneficiary designation or making sure someone knows where your original documents are stored.
Swipe through all ten and save this one for your next estate plan review, and if you spotted something you’re not sure about, give our office a call. We’d rather help you address it now than discover the problem later.