Top 10 Estate Planning Mistakes- Mistake #8

By Bill Hesch

Estate Planning Mistake Number 8 – Failure to use a trust and survivorship or beneficiary designation to avoid probate upon death of surviving spouse to save cost of probate as well as keep estate plan for heirs private.

Is your estate plan set up properly to avoid the cost of probate upon your death?

Is your estate plan set up properly to keep estate plan private upon your death?

Click on the video from the February 2nd, 2017, Estate Planning Workshop at the bottom of this post to find out how to avoid probate in order to keep the details of your estate plan private from the public and to minimize the costs of probate.

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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