Sheehan & Associates, P.L.C.

Estate Planning And Probate Archives

Avoid these common mistakes when planning your estate

The biggest mistake you can make when planning your estate is to not have a plan at all. No matter what your age or financial status, it's a good idea to have a plan in place -- if for nothing other than to make sure that your family knows your final wishes regarding burial or cremation.

How do you choose the executor of your estate?

The odds are high that no matter who you choose to be the executor of your estate after you die, someone else in your family is likely to object. The issue can be so touchy that many people don't tell anyone whom they've chosen as their executor -- including the person chosen!

You can protect your family wealth with smart tactics now

If you've struggled, sacrificed and amassed a sizable fortune during your lifetime -- or parlayed a little bit of money into a lot through clever entrepreneurship and investing -- the last thing you want to do is have a huge chunk of that money end up in the hands of the Internal Revenue Service (IRS) when you die.

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Rochester Hills Office
1460 Walton Blvd , Suite 102
Rochester Hills, MI 48309

Toll Free: 877-600-7891
Phone: 248-218-1473
Fax: 248-650-5368
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Newport Beach Office
Cummins & White, LLP
Robert D. Sheehan
2424 SE Bristol St #300
Newport Beach, CA 92660

Newport Beach Office Location