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These Mistakes Can Damage Your Bonita Springs Estate

estate planning 2

The people in Bonita Springs work hard to accumulate the wealth that they turn into their estates. It is important to be able to put together a strong estate that ensures that your assets are distributed in the ways that you want them to be. But if you are not careful, then you could make some common mistakes that damage your Bonita Springs estate and put your family’s future at risk.

You Don’t Use A Professional Estate Planner

There are plenty of websites that try to make it look like creating a strong estate is easy for anyone to do. But the truth is that creating an estate requires someone with years of legal training and experience, which means that you should always hire an experienced professional to handle your estate for you. An expert is going to avoid the problems that inexperienced people make, and an expert will know exactly what to do in difficult situations.

You Don’t Update Your Estate

One of the most common and dangerous misconceptions about estate planning is that once the estate is done, it never has to be dealt with again. You should schedule annual reviews of your estate with your estate planner to make sure all of your information is updated and current. Life can change a lot in just one year, and you need to be sure that your estate is always updated to reflect your current situation and needs.

You Use The Wrong Legal Structure

For some estates, a will followed by other standard estate planning paperwork is more than sufficient to handle estate needs. But for other people, alternative estate formats such as a trust are necessary to achieve all of the estate owner’s goals. An estate planning expert can help you to review the various estate structures available and choose the one that most fits your situation.

You Leave Out Information

It is important to set aside plenty of time to plan for your estate planning appointment and be sure that you bring all of your pertinent information to your estate planning expert. If you leave something out of your estate, the state’s probate court is not going to try and guess as to what you would have wanted. Instead, they will follow their probate rules and determine who gets access to your estate.

The act of having an estate done is a good start to making sure that your assets are attended to properly. But there are details you will need to keep in mind if you want your Bonita Springs estate to be as comprehensive as possible.

We invite you to contact our estate planning attorneys to help you plan for your family’s future and make sure that your estate is done properly.

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