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Most Common Estate Planning and Asset Protection Mistakes: A Practitioner’s Lists  


Author:  Kenneth Goldstein.


Source: Volume 23, Number 04, Summer 2006 , pp.319-325(7)




Journal of Taxation of Investments

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Abstract: 

Losing assets and dying are both unpleasant subjects. However, ignoring potential problems or improper planning can subject a client or his family to unnecessary costs and can result in assets being distributed in a manner the client never intended (and perhaps would actively oppose). Most of the mistakes listed are easily avoided, and the relatively small costs involved will often be minor compared to the losses, and the aggravation, that will follow from making them.

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Affiliations:  1: Horwood Marcus & Berk Chartered.

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