24 Mar The Biggest Estate Planning Mistakes – Part 1
I do a great deal of work in with the sale of properties owned by estates. Over the years, I have had a chance to witness great and poor estate planning. In this video (part 1 of 2), I discuss 2 of the major mistakes I have seen over and over again. Let’s agree on two things. One, we are all going to die. Two, none of know when it will happen. Given these two agreements, to leave your loved ones in the best place, it is really important to properly plan for the day you are gone.
0:52 – Mistake #1 – no plan
3:16 – Mistake #2 – giving away while you are alive
3:55 – Scenario #1
5:01 – Scenario #2
Would you like to discuss your situation? Feel free to call me at 808-398-3220 or email me at keahi@keahipelayo.com