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Common Mistakes in Estate Planning – IV

With the proliferation of the internet has come a plethora of websites claiming that individuals may take a “Do It Yourself” approach to Estate Planning. While individuals may think that a plan created by one of these companies will meet their needs and save them money, the opposite is true. These plans often fail to contain necessary provisions and usually cost the family more in attorneys’ fees. In addition, a Trusts and Estate practitioner can alert a family to techniques designed to lower the tax burden upon the death of an individual. It’s easy to make costly mistakes if you don’t have an attorney both at the drafting stage and the administration stage of Estate Planning.

February 2, 2023 //  by Slaton Schauer Law Firm

The proliferation internet access has created an explosion in the number of websites offering a “do it yourself” approach to estate planning. And hey, what could go wrong? Will a plan created on one of these sites save you money? Will it even meet your basic needs? Of course we’re a little biased here, but we tend to take a dim view of online estate planning and/or “fill in the blank” style forms. An actual estate attorney should get to know you personally, and can alert your family to techniques designed to lower the tax burden upon the death of an individual. It’s easy to make costly mistakes if you don’t have an attorney both at the drafting stage and the administration stage of estate planning, because the personal touch counts. Read on to learn more.

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Slaton Schauer Law Firm
Slaton Schauer Law Firm
Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing important issues concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family’s future.
Slaton Schauer Law Firm
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Category: Estate Planning, Legal Education

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