Despite knowing that they should have an estate plan, many individuals give excuses for failing to create an Estate Plan. They may rely upon advice from seemingly well-intentioned individuals that if they do not have a taxable estate, they don’t need a plan, or that each state has its own set of rules regarding distribution that gives assets to beneficiaries upon death. Some folks go so far as to suggest methods to avoid probate without truly considering the impact of those suggestions. This article explores the most commonly cited reasons for failing to create an Estate Plan and addresses the invalidity of these excuses. Read on to learn more.
Miranda has been practicing law since 2009 and has been with our office since 2017. Since graduating from the University of California, Hastings College of Law, she has practiced in both criminal and civil contexts. However, she has found her true passion in working with clients in estate planning, probate, and trust administration. She is frequently a featured speaker for our educational workshops, including Trustee School Read More
Latest posts by Miranda Dressler (see all)
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