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Common Estate Planning Mistakes

Planning your estate may not be at the top of your priority list, but it is something that will give you peace of mind once it is completed. Our estate planning attorneys in Anaheim have the experience to guide you through this journey and ensure you don’t fall victim to common mistakes.

Don’t Assume it’s for the Wealthy

You may find yourself shying away from estate planning because you don’t feel like it’s something for which you qualify. Regardless of your financial background, estate planning benefits everyone 18 or older. Not only is it a personal benefit, but it will benefit your loved ones as well.

Don’t Delay

Fifty-seven percent of Americans say their excuse for not having a will is that they haven’t gotten around to it yet. Making this a priority and starting it as soon as possible will reduce stress in unexpected times of tragedy. On top of that, it’s a good idea to make copies of all important documents to your primary care provider and your key family members.

Go Digital

More and more important facets of your life likely live online at this point in time. Because of this, make sure you tell your spouse and close family members about your digital assets as well as the necessary information to log into your accounts. If you have social media accounts, also make it known what you want to happen to these after you pass.

Navigating the estate planning process is something that our estate planning attorneys in Anaheim do every day. If you have questions or concerns, don’t hesitate to reach out to the law offices of Norman J. Homen today!

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