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Complete Estate Planning

Complete Estate Planning

Business

Mistakes Your Attorney Might Be Making – What You Need to Watch Out For

Mistakes Your Attorney Might Be Making – What You Need to Watch Out For

2025-03-20
Download

A well-drafted trust should protect your assets, ensure your wishes are followed, and make things easier for your loved ones. However, even estate planning attorneys can make mistakes that lead to costly problems. In this episode, we’ll cover four major mistakes attorneys make when drafting trusts—so you can recognize and avoid them in your own estate plan.

Here’s some of what we cover:

✅ Fund Your Trust: Unfunded trusts force assets into probate.

🔄 Plan for the What-Ifs: Backup trustees & beneficiaries are essential.

📆 Review Regularly: Life changes & tax laws can impact your trust.

👨‍👩‍👧 Customize Your Plan: One-size-fits-all trusts don’t work for unique families.

 

0:00 – Today’s question

1:51 – Coaching update

6:10 – Failing to Properly Fund the Trust

10:14 – Contingency Planning

14:55 – Reviewing and Updating the Trust

17:12 – Generic Planning

20:17 – Our process

 

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: info@CincinnatiEstatePlan.com

Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/

 

Join us for our next workshop: https://cincinnatiestateplan.com/workshops/

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

 

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

 

view more

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One of My Children Owes Me Money—How Do I Account for That in My Estate Plan?
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Estate Planning Mistakes: When Assets in Your Name Aren’t Really Yours
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Estate Planning: Fairness vs Equality for Your Kids
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Joint Trust vs. Separate Trusts – Which is Right for Married Couples?
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5 Ways To Screw Up When Receiving An Inheritance
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When It Might Be A Good Time To “Upgrade” To A Trust
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Do I Still Need A Special Needs Trust If My Child Is Not Receiving Social Security Disability Benefits?
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I Want To Take Care Of My Partner, But We Aren’t Going To Get Married
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I’m About To Have Surgery, What If I Don’t Make It?
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My Spouse Passed Away, What Do I Do Now?
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How Many “What If”s Do I Need? - Understanding Contingencies in Estate Planning
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Your Estate Planning Attorney Might Be Screwing These Things Up
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Dangers of DIY Estate Planning (not everything is in plain sight)
2024-10-31
Harris vs. Trump: Estate Planning Concerns & The 2024 Election
2024-10-18
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