Top 10 Estate Planning Mistakes- Mistake #2

By Bill Hesch

Estate Planning Mistake Number 2 – Failure to review and update your survivorship assets and beneficiary designations to make sure your assets are going to your heirs as defined in your estate plan.

Have you reviewed your beneficiary designations for your life insurance and retirement plans so your Will is consistent with those beneficiary designations?

Are your heirs for your payable on death investment and bank accounts consistent with your Will provisions?

Click on the video from the February 2nd, 2017, Estate Planning Workshop at the bottom of this post to find out how to make sure your beneficiary designations are consistent with your heirs under your Will.

To find out more about all of the top 10 estate planning mistakes made by business owners, go to You can watch a video of Bill discussing the top ten estate planning mistakes and get a copy of his Workshop outline and tools to review in the comfort of your home or office.

Estate planning is complicated. Are you getting all of your estate planning questions answered by your CPA, attorney, and financial planner? As an attorney, CPA and financial planner all in one, Bill Hesch is uniquely qualified to give you a second opinion.

Call Bill now at 513-509-7829 for a free consultation by phone or in person. Piece of mine is only a phone call away.

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