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When to Consider Estate Planning & Common Mistakes to Avoid

Some people believe that estate planning is an issue only for the elderly or infirm. Those people are wrong. In fact, every person should have an estate plan, including young, healthy individuals — especially those with minor children or other dependents.

If you are considering creating an estate plan, it is imperative that you speak with the experienced Palm Beach County estate planning attorneys at Bankier, Arlen & Snelling Law Group, PLLC.

Common estate planning mistakes to avoid

At Bankier, Arlen & Snelling Law Group, PLLC in Delray Beach and New York City, we guide people of all ages through the estate planning process. We can help you ensure that your loved ones, assets and legacy are protected and secure. No estate is too large or complex. Below are some of the most common mistakes people make in estate planning:

  • Not having a will or trust
  • Not having a living will, updated power of attorney or updated health care surrogate
  • Not having your estate plan reviewed on a regular basis
  • Failing to update your estate plan when tax laws change or when life-changing events occur
  • Leaving assets to beneficiaries without the protection of a trust
  • Not funding a living trust
  • Using a joint trust instead of individual trusts
  • Leaving assets as joint tenancy

Trust Bankier, Arlen & Snelling Law Group, PLLC for experienced Palm Beach County estate planning attorneys

Protect your legacy. Preserve your wealth. Contact Bankier, Arlen & Snelling Law Group, PLLC online or call our Delray Beach office at 561-278-3110 for comprehensive legal counsel for your estate planning and business succession needs.

Reviews and Ratings
  • lawyers
    5.0/5.0

    I strongly recommend him and hold him in high regards

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    Principal

  • lawyers
    5.0/5.0

    He is a well respected member of our community and an excellent attorney

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    Managing Partner

  • lawyers
    5.0/5.0

    Adam has an advanced knowledge of the gift and tax code allowing him to provide excellant services to complex and large estates.

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    Partner

  • lawyers
    5.0/5.0

    Adam is a very sharp tax lawyer and is able to provide excellant estate settlement services, particularly for large and complex estates.

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    Partner

  • lawyers
    5.0/5.0

    Adam is a very knowledgable attorney in the estate and trust area. He has compassion for his clients and has a strong technical and tax background allowing him to provide complex estate planning services.

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    Partner

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