Top 10+ Estate Planning Mistakes Part 2

Описание: Haimo Law
Protecting families and businesses from chaos, court, costs and conflict. Serving all of Florida and New York, we have offices in Plantation, Florida, Tampa, Florida and Long Island, New York (Port Jefferson and Port Jefferson Station). We are also open to calls, video conferences and in-person meetings. By appointment only.

Call us to get started today at 954-228-3369 or visit www.haimo.law.

Kinnect
Chad Tourin, J.D.,CPA, CFP®
Founder and CEO
Email: [email protected]
Call: 954-558-8333
Address: 1000 Corporate Drive 7th Floor Fort Lauderdale FL 33334.
http://www.kinnectyourwealth.com


📌 Chapters:
0:00 Introduction
0:37 Recap of Top 10 EP mistakes
1:14 Failing to plan for tax
4:51 Beneficiaries struggling with mental health or substance abuse
7:27 Not inadvertently disqualifying special needs beneficiaries
9:26 Beneficiaries from subsequent marriage and partners
10:45 What happens when one family plans and another fails to plan
12:05 Lack of communication among the families or beneficiaries

HELPFUL LINKS:
Watch the full length video here: (Insert link)

Watch Haimo Law’s Bite-sized Bits of Knowledge YouTube [Video Playlist] - Watch hours of content spanning over 40 videos for valuable insight ranging from startup to exit.
https://go.haimolaw.com/bbk-bp

Watch Haimo Law’s Bite-sized Bits of Knowledge YouTube [Video Playlist] - Watch hours of content spanning over 40 videos for valuable insight about wills, trusts, probate and more.
https://go.haimolaw.com/bbk-ep

About the Firm https://www.haimolaw.com/firm-insight/