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Estate planning isn’t set-it-and-forget-it. It’s a living process that should grow with your family, finances, and future goals. Whether you're taking a break this holiday or just checking in, we've got a few simple reminders to help make sure your plan still does what you need it to.

Discover the parallels between estate planning and gymnastics. Achieve precision and balance in your estate plan with our expert team.

Discover how to ensure a efficient transfer of your wealth with strategic estate planning. Learn the keys to successful wealth transfer.

Tackle estate planning challenges with Olympic-level agility. Get expert advice to secure your family's future.

For more help with protecting your assets and information on financial literacy, please contact Family Estate Planning Law Group.

In our last blog, we discussed the first four mistakes you can make: Procrastination, assuming wills or trusts avoid probate, leaving assets to a child or special needs beneficiary (directly), and assuming trusts take away beneficiary control.  Today we’ll look at the next three.