The St. Louis Business Journal asked: What’s the biggest estate planning mistake you’ve seen?

What’s the biggest estate planning mistake you’ve seen?

Kathleen Bilderback:

kbilderbackMany incorrectly assumed the estate tax was going to go away completely. This may have adversely affected some individuals who did not maintain flexibility with regards to their will and trust. Some also showed confusion about charitable giving activities and how a planned giving option need not necessarily impact the amount of funds one can leave for family and heirs.

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