Avoid Florida Estate Planning Mistakes: Protect Your True Beneficiaries
These are common estate planning mistakes because beneficiary information is not printed on statements and it may take some time to access the original paperwork. When these mistakes are detected, costly litigation may be required to correct the error, if it can be corrected. All parties involved would need to determine their intentions, and it will be too late for you to speak up for yourself.
However, you can protect your true beneficiaries now by making sure you have their names in writing in the correct places.
Help from Estate Planning Attorneys in Fort Myers is a Phone Call Away
Fort Myers estate attorney Matthew A. Linde understands firsthand the importance of careful estate planning and the complexities of financial legal matters, such as probate, tax litigation and guardianship. For help with your estate planning concerns, contact our Fort Myers office to schedule a one-on-one meeting with a professional who can answer your questions – 239-939-7100 or 844-764-5492.