Estate planning is one of those life tasks most people hope to get through once and never think about again. But even with the best intentions and perfectly valid documents, retirees and their families often make critical mistakes that are completely legal yet completely devastating.
That’s right: your estate plan can be legally airtight and still fail you or your heirs in all the ways that matter. Wills can be executed, trusts can be funded, and forms can be signed, but still leave loved ones burdened, financially exposed, or in conflict.
