The 7 Stupid Mistakes Men Make Leaving Their Wife Hanging at the Courthouse, IRS, and Nursing Home

Yesterday, I met with a nice couple about their estate plan because the wife attended one of my seminars and thought they needed a plan. It was immediately apparent that the husband took care of all of the finances and the wife never engaged in the process. The husband did all the talking for the two of them and thought that by simply having a hand-written Will, everything was covered. WRONG! Once the husband realized that he was unintentionally exposing his wife to significant court costs, unnecessary delays, protracted litigation, nursing home poverty and more, he gladly acted with her in setting up their estate plan to avoid the “7 Stupid Mistakes” people make when they don’t take the time to plan:

1. No tax protection
2. No protection from children and their spouses
3. No protection from the court system
4. No periodic review of estate plan
5. No protection from long term care costs
6. No interdiction protection
7. No ongoing relationship established with a trusted estate attorney

 
If you don’t want to make the same mistakes and learn more about the pitfalls of having no program in place, I’m happy to discuss these matters with you and those who matter in your life. Please email me at lcpoche@bellsouth.net or call my office at 225 – 224-8099 at your convenience. It’s a complimentary visit.