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  • When Estate Planning, Don’t Let Mistakes Thwart Your Wishes
    Financial Planning

    When Estate Planning, Don’t Let Mistakes Thwart Your Wishes

    February 24, 2023 /

    When someone has trained and worked in a profession for many years, it becomes too easy for them to assume that everyone else also understands the fundamentals of their field. An auto mechanic may think it’s common knowledge that a car’s oil should be changed regularly and what will happen if it’s not. An electrician may assume that everyone knows the necessity of having a proper ground connection when replacing an outlet or fixture. Estate planning attorneys and financial planning professionals are often, sadly, no different. It is all too easy to assume that our clients know what we consider to be basic knowledge about wills — such as what…

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    Reynaldo Jackson Comments Off on When Estate Planning, Don’t Let Mistakes Thwart Your Wishes

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