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101 Estate Planning Pitfalls... and How to Avoid Them: Your Complete, Plain?English Guide to Protecting Your Wealth, Wishes & Loved Ones
You've worked a lifetime to build a legacy -- don't let a single avoidable mistake put it at risk. 101 Estate Planning Pitfalls... and How to Avoid Them delivers the clarity, confidence, and concrete action steps every family needs in today's complex world of wills, trusts, taxes, beneficiaries, digital assets and more.
Inside this indispensable handbook you will discover:
• The 101 most common -- and costly -- mistakes people make with wills, trusts, powers of attorney, beneficiary designations, retirement accounts, life insurance, real estate and closely?held businesses.
• Crystal?clear explanations in plain English -- no legal jargon, just practical advice you can act on immediately, whether your estate is modest or multi?million.
• "How to Avoid This Pitfall" checklists for every chapter so you know exactly what to do next (and what questions to ask your attorney or financial adviser).
• Quick?Start Guide & Ultimate 101?Point Checklist to tackle the most urgent gaps first -- perfect if you've been procrastinating.
• Cutting?edge guidance on SECURE Act retirement rules, digital?asset planning, blended families, special?needs beneficiaries, liquidity for estate taxes, and much more.
• Real?world stories that show how small oversights -- like an old beneficiary form or an unfunded trust -- can trigger family conflict, unnecessary taxes, or court battles... and how to prevent them.
• Key questions for your estate?planning attorney at the end of every major section, making your professional meetings shorter, cheaper, and more productive.
Why this book?
Unlike dense legal tomes or one?size?fits?all kits, 101 Estate Planning Pitfalls is reader?friendly, scenario?based, and laser?focused on problem?solving. Whether you're creating a first will, updating an outdated plan, or navigating the complexities of business succession or multigenerational wealth, this guide equips you to take charge -- so your assets flow smoothly to the right hands, at the right time, with the least possible cost and drama.
Perfect for:
• Baby boomers & Gen?Xers ready to get their affairs in order
• Families with blended households, special?needs heirs, or vacation homes
• Small?business owners & real?estate investors
• Financial advisers, CPAs and attorneys who want a client?friendly reference
Take the stress out of estate planning -- starting today. Buy 101 Estate Planning Pitfalls... and How to Avoid Them and give yourself and your loved ones the ultimate peace?of?mind gift: a rock?solid plan that works when it matters most.
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