Estate Planning Myth #10: All Top Ten Lists have Ten Items

/ May 14, 2014

countdownfromseven - DG iStockWhile there are plenty of other myths I could include in this post, one overarching theme seems to be prevalent throughout: uniqueness. While it may seem like a given estate planning situation is vanilla, working to achieve your specific goals and planning for the various anomalies present in your life is the only way to truly ensure that your desired outcomes are met.  Rather than assuming one size fits all, consulting a team of professionals who know their client’s values as well as their financial situation, is the best way to avoid unintended consequences.

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Erika focuses her practice on estate planning, probate and trust administration, family business succession and tax planning. She works closely with individual clients to assist them in with their estate planning and provides general legal counsel to closely-held businesses. View all posts by

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  1. Pingback: Estate Planning Myths by Erika Stein Rosenhagen | Morrison Sund PLLC – Attorneys At Law

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