Top 3 BIGGEST Mistakes People Make With Their Estates In Arizona
Brad Woodall:
“What are the top three mistakes you see people make with their estate planning?”
David Gerszewski:
“The biggest mistake is procrastination. People put it off until it’s too late, and then their families are left with a mess. About 70% of people die without anything in place!
The second mistake is DIY planning. They download a form online and think they can figure it out themselves. I have a case right now where a DIY will turned a simple probate into a three-year nightmare!
The third mistake is the “one-size-fits-all” approach. Too many attorneys use what I call the “McDonald’s” approach – “Do you want a hamburger or a cheeseburger, and how many pickles?” Everyone gets the same basic plan. That’s why I take a different approach. I identify the “chassis” that fits your situation, and then we build your plan on top of that. It minimizes problems and family strife later on.”