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The 10 Biggest Estate Planning Mistakes People Make (And How to Avoid Them!)

It’s a terrible tragedy to see people work hard, scrape and save their whole lives, then just throw away their money – and their family’s future –  when they die. Unfortunately, in over almost ten years as an estate planning attorney, I have seen this occur all too often. It’s often just a plain lack of knowledge. Let me share some of these mistakes with you  – the ones I consider “The Top 10” – in the hope that you will not repeat them!

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The 10 Biggest
Estate Planning Mistakes
People Make

(And How to Avoid Them!)

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SERVICES

Estate Planning / Admin. & Probate

Estate Planning is the manner in which your various holdings (including cash, real estate, investments and personal effects) are given to your loved ones during your lifetime and after your death. Estate Administration involves gathering the assets of the estate, paying the decedent’s debts, and distributing the remaining assets. We will assist you, not only in maneuvering through it, but also in explaining the process along the way with regular and thorough interaction.

Business Planning

Business Planning involves selecting the best choice of entity for your particular business, forming the entity, preparing the appropriate business agreements (Bylaws; Operating Agreement; Buy-Sell Agreement/Shareholder Agreement; Employment Agreement), and providing support and guidance for the lifetime of your business.

 

ABOUT ALI TALAI

Talai Law Offices is a boutique law firm providing legal services in the following areas of law: Estate and Tax Planning, Probate and Business Planning. Talai Law Offices has built its excellent reputation by helping clients build and protect their future. They develop long lasting relationships with their clients, and their clients rely on them to help them make their most important business and personal decisions.

They are committed to their clients, and are dedicated to providing prompt responses with an understanding of their clients’ needs. They take pride in going beyond the simple delivery of high quality legal services. With their devotion to trust, efficiency and service, the firm strives to help each client, with their unique needs and goals to achieve success.

Most importantly, they are a client first firm, and they take great pleasure seeing them succeed in their goals.

Mr. Ali Talai provides sophisticated estate and tax planning strategies advice to physicians, real estate investors, and high net worth individuals and their families, as well develops interfamily wealth transfer strategies for closely held businesses.