Four Common Estate Planning Mistakes | LexisNexis | Gregory Herman-Giddens | 12/1/11

The American Institute of Certified Public Accountants (AICPA) published an article entitled Four Estate Planning Mistakes (and How to Avoid Them).  The four mistakes featured are:

  1. Outdated or Unsigned Estate Planning Documents
  2. Lack of Coordination between the Estate Planning Documents, Titling of Assets and Apportionment of Estate Taxes.
  3. Lack of Understanding That a Transfer of $1 Is a Gift
  4. Life Is a Movie, Not a Snapshot

Follow this link to Gregory Herman-Giddens‘ article/ post: Four Common Estate Planning Mistakes. Gregory Herman-Giddens, JD, LLM, TEP, CFP, Attorney at Law (NC, FL, TN), Board Certified Specialist in Estate Planning and Probate Law (NC). North Carolina Registered Guardian, Solicitor, England and Wales. For more information, follow his blog, North Carolina Estate Planning Blog.

Advertisements

About vinhsu

Center City Philadelphia General Practice Law Firm with emphasis on Criminal Defense, Family Law, Immigration, Real Property, and Wills/Trusts/ Estate Planning. Licensed in Pennsylvania and New Jersey.
This entry was posted in WIlls/ Trusts/ Estate Planning and tagged , , , , , . Bookmark the permalink.

One Response to Four Common Estate Planning Mistakes | LexisNexis | Gregory Herman-Giddens | 12/1/11

  1. Pingback: Income Deduction of Estate Planning Fees | LexisNexis | John Dedon | 3/7/12 | Vinh P. Su, Esquire

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s