March 2023

March 2023

Common Estate Planning Mistakes

Here are 7 of the most common estate planning mistakes people make:

Not Communicating with Your Heirs. Anyone who is assigned a role in your estate plan — agent, personal representative, trustee, etc. — should know what their responsibilities are once you pass away.

What Our Clients Are Saying

I have known and worked with Austin Frye and his team since 2008. In that time he has helped serve both my business and personal legal planning needs. From guidance on reviewing and keeping shareholder and state documentation up to date... — Robert
I have known and worked with Austin Frye and his team since 2008. In that time he has helped serve both my business and personal legal planning needs. From guidance on reviewing and keeping shareholder and state documentation up to date.. — Robert
It is difficult enough to cope with the emotional challenges of closing a parent’s estate, and when you are also faced with the issue of your parents having insufficient documentation, and being remote from your siblings... — Zara L.
Austin Frye provided legal services to my father while alive and to his estate after his death; when showing the EP docs his firm prepared to other professionals (lawyers, financial advisors, accountants)... — Mark S
I’ve been a client of Austin Frye’s for over 10 years. In that time, he’s handled my estate/trust planning and asset protection as well as complicated business deals. — Leslie
Mr. Frye recently set up a complicated special needs trust for my son and, as usual, did a great job explaining it and in putting our minds at ease about our son’s future well-being. — Dr. Howard