The average Will is almost 14 years old at the date of death. 55% of adult Americans don't even have a Will.
Successful people often fail to have successful estate plans. Estate planning mistakes are common and often there are some easy fixes.
A lot of things have changed in the past decade or so: Tax legislation, economic cycles, and perhaps changed in your own family---Regardless of the size of your estate
"everything you have, is everything you have,"
Estate planning attorney, Isaac T. Heintz of the Finney Law Firm and William F. Lyon, CFP, MSFS of The Lyon Group will explore the 10 common mistakes in estate planning.
Join Empower U as we help navigate the complex legal, tax and financial planning issues for those preparing for the future.
Isaac's practice focuses on business law and estate planning practice. In his practice, Isaac works with clients with a variety of needs including the preparation of simple wills and trusts, education and special needs trusts for children, and more complex trusts for high net worth clients.
William Lyon is the owner and president of The Lyon Group, LLC and created the Financial Navigation System and The Holistic Balance Sheet. He serves as an Investment adviser Representative of Eagle Strategies LLC.