The Biggest Estate Planning Mistake I See

I am a huge golfer. HUGE.

And my enthusiasm for the sport tends to rub off on people. That means I get to hear about their lessons.

Remarkably, often their experience dovetails nicely with people’s meetings with estate planning attorneys.

A lot of jargon.

Fast talking.

Too many possibilities. Too man options.

And THAT is your biggest estate planning mistake: getting too complicated to fast.

Your estate plan should be an ever evolving thing (it’s definitely not JUST a set of documents).

If you want the full scoop, listen to the podcast. Enjoy!

Hope this helps!

If you want to talk more, just click the link below and pick a time that works for you (in person or over the phone). I’d love to talk to you.

https://cmslawfirm.com/scheduleasession