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The Biggest Mistakes People Make In Estate Planning In South Carolina

The Biggest Mistakes People Make In Estate Planning In South Carolina
An interview with Eleanor Washburn

The Biggest Mistakes People Make In Estate Planning In South Carolina

Brad Woodall:

“What are the biggest mistakes people make with their estates that cause problems later? Besides not making a plan at all, of course! And what tips do you have for people to make the process of working with you smoother and more efficient?”

Eleanor Washburn:

“The biggest mistake is not making a plan at all! People avoid thinking about death or think they have more time. But once you do make a plan, it’s important to keep it updated. Life changes – like having another child (congratulations, by the way!). And make sure your beneficiary designations on things like IRAs and investment accounts match your estate plan. Those designations override your will.

Before we meet, I ask people to think about what they want to happen to their assets, who they want to carry out their wishes, and who they trust to handle their finances if they become incapacitated. It’s important to choose the right person for the job, not just go by birth order or family pressure. And of course, young parents need to decide who would be the best guardian for their children.”

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