Skip to content
Call Now to Schedule Your Consultation (818) 528-8720

The Law Office of Tawnya Gilreath

Business Law, Estate Planning & Asset Protection Attorney in North Hollywood, California

  • Home
  • Practice Areas
    • Business Law & Planning
    • Estate Planning
    • Asset Protection
  • Blog
  • Contact Us
    • About

Tag: retirement account

September 1, 2019June 4, 2019 by Tawnya Gilreath

How to Fix 5 Common Estate Planning Problems

Estate and Business

Not surprisingly, most people loathe reviewing their estate plan because it can be both confusing and daunting. Others do not want to think about death and avoid the topic altogether. If you already have put an estate plan together, you are ahead of the curve as many people do not have one. If you do not yet have an estate plan, there is no better time than now to sit down and get one in place. In either scenario, below are five common estate planning mistakes and how to fix them so that you are fully protecting your family.

1.   You Have Not Updated Your Plan

Many people consider estate planning a “one and done” proposition. This could not be further from the truth. Life happens. This may include adding new beneficiaries due to the birth of children or grandchildren or removing beneficiaries due to a change in circumstances. Read More

business owners, probate, tax asset protection, beneficiaries, estate planning, estate planning attorney, estate tax exemption, executor, financial power of attorney, healthcare directive, life insurance, retirement account, state law

Schedule Your Complimentary Consultation

Click to Schedule

Follow Us on Social Media

  • opens in a new windowFacebook
  • opens in a new windowTwitter
  • opens in a new windowLinkedIn

View Recent Blog Posts

  • Discretionary Trusts – How to Protect Your Beneficiaries from Bad Decisions and Outside Influences
  • Declare your Independence from Court Interference!
  • Four Easy to Avoid Mistakes People Make at Tax Time
  • What to Do with Your Beloved Collection
  • 4 Tips for Avoiding a Will or Trust Contest
  • Consider “Micro” Estate Planning in the New Year
  • Estate Planning…A must whether you have a little or a lot!
  • My Trust is Signed, No Probate for My Family, Right?

View Blog Archives

Categories

  • asset protection
  • assets
  • avoid probate
  • beneficiaries
  • business
  • business continuity
  • divorce
  • estate plan
  • estate planning
  • estate planning attorney
  • estate planning documents
  • executor
  • financial power of attorney
  • incapacity
  • incapacity plan
  • inheritance
  • insurance
  • joint ownership
  • legacy
  • liabilities
  • life insurance
  • living will
  • power of attorney
  • revocable living trusts
  • special needs
  • strategies
  • succession planning
  • trustee
  • trusts
  • wills

CONTACT INFO

The Law Office of Tawnya Gilreath

 78060 Calle Estado Ste 22
La Quinta, CA 92253

(818) 528-8720

By Appointment Only

CHECK MY CALENDAR

Click to Schedule

Navigate

  • Home
  • Practice Areas
    • Business Law & Planning
    • Estate Planning
    • Asset Protection
  • Blog
  • Contact Us
    • About

Follow Blog via Email

Enter your email address to follow this blog and receive notifications of new posts by email.

Secondary Menu

  • Copyright © 2017-2019 Tawnya Gilreath All Rights Reserved.
  • opens in a new windowDisclaimer
The information and materials on this website (i) are general in nature, (ii) are provided for general informational purposes only, (iii) are not intended to be legal advice, and (iv) may not apply to specific factual or legal circumstances. Nothing on this website is intended to substitute for the advice of an attorney. Viewing the information on this website does not create an attorney-client relationship and no attorney-client relationship should be implied. While we attempt to provide high-quality information, laws change frequently and vary from one jurisdiction to another. If you require legal advice, please consult with a competent attorney licensed to practice in your jurisdiction.
 
Loading Comments...
 
    opens in a new window