Nine Common Estate Planning Pitfalls

An estate plan is a delicate and complex machine that, when working properly, can offer your client a great deal of financial and emotional security as he nears the end of his life. However, like any finely tuned instrument, an estate plan is also extremely easy to disrupt. When you have so many pieces working in concert, even small missteps can cascade into outsized damage. Here are nine of the most common (but by no means only) pitfalls that can potentially ruin an advisor’s hard work.