Top 10 Estate Planning Mistakes- Mistake #5

By Bill Hesch

Estate Planning Mistake Number 5 – Failure to organize your estate documents and important paperwork so that your family can take care of your affairs if you become disabled or die.

Have you organized your estate documents so your family can find them if you die or become disabled?

Have you organized your important financial records so that your family can find all of your investments, life and disability policies and bank accounts if you die or become disabled?

Click on the video from the February 2nd, 2017, Estate Planning Workshop at the bottom of this post to find out how to organize your financial records so that your family can readily access your financial records if you die or become disabled.

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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