Schedule A Consultation Today 425-336-2908

Helping You Plan Your Future And Solve Your Problems

View Our Practice Areas

Some estate planning mistakes and the best ways to avoid them


Many residents in the Kent area have taken the time to create an estate plan for their family. They understand the importance of having this done to make sure their wishes are followed and their family is not left with a tremendous burden. Creating an estate plan is important, but mistakes can be made.

One mistake that can be made is not including all assets. Assets can be in many locations, including safe deposit boxes, filed away in drawers, or solely online. Having a comprehensive list of all assets, including where to find the paperwork, passwords, etc. is critical.

Another estate planning mistake is not having the proper beneficiary designations. Many people don't realize that a beneficiary needs to be listed on retirement accounts, insurance policies and annuities. Finally, a third common mistake is not updating the plan. An estate plan should be revisited after it is created, especially if there are changes in a family, such as a divorce, death, marriage, etc. An ex-spouse may still be listed as the person who is to receive all the assets, even though they may now be married to someone else.

Taking the time to create an estate plan is important to make sure everything goes as planned when a person passes away. An estate plan can make it easier on family members by having these arrangements made in advance instead of leaving it to family members to try to figure out. A legal professional skilled in estate planning can help their client create an estate plan for their unique family. They can make sure this estate plan works for their client and their needs both now and into the future.

No Comments

Leave a comment
Comment Information

Make Your Consultation Appointment

To speak with an attorney at Gellner Law Group about estate planning, probate, trusts, wills or tax controversy, contact our law office in Kent, Washington, today. You can call 425-336-2908 or send us an email. We provide representation across the entire Seattle-Tacoma metropolitan area.

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Email Us

Kent Office
8407 S. 259th Street
Suite 203
Kent, WA 98030

Phone: 425-336-2908
Fax: 253-852-0400
Kent Law Office Map

Kent Office

Spokane Office
505 W. Riverside Avenue
Suite 500
Spokane, WA 99201

Phone: 425-336-2908
Fax: 509-769-0202
Map & Directions

Spokane Office