Avoid Florida Estate Planning Mistakes: Protect Your True Beneficiaries

You should review your estate planning documents frequently to make sure you are avoiding common estate planning mistakes, one of which, according to an article in Forbes, is having the wrong beneficiary listed. Rather than review your documents on your own, it may be a good idea to have estate planning attorneys in Fort Myers look over them with you. If you are a single parent, you may have listed a grandparent as a beneficiary when your children were minors, and now that your children are older, the grandparent may still be the beneficiary. In another scenario, you may be divorced, but still have your ex-spouse as a beneficiary.

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. 
Matthew A. Linde
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