- Failing to address health care decisions
- No plan to control matters during incapacity
- No wealth transfer strategy
- Failure to plan for estate taxes
- Thinking children – minor and adult – don’t need inheritance protection
- Failing to transfer “Values” (ethics, incentive trusts, recorded messages)
- Not preserving tax deferral benefits of retirement plans
- Failing to organize and consolidate (where is everything)
- In second marriages, failing to protect your spouse, and your kids
- Failing to plan for tangible personal property
- Access to medical records – failing to plan for HIPAA
- Believing estate planning is a “One-Time Event”
- DIY – Do It Yourself estate planning
