Common Estate Planning Mistakes

Estate planning is an important process that concerns the disposition of one’s property at death as well as by gift (or sale) to specified individuals and organizations during life.  It’s an important process to engage in, but it can also be a difficult process to get started and execute properly once it has started.  Complicating matters is that estate planning is unique to the individuals involved – there is no such thing as a “one size fits all” estate plan.  That means that proper estate planning is tied to the goals and objectives of the parties involved.

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CALT does not provide legal advice. Any information provided on this website is not intended to be a substitute for legal services from a competent professional. CALT's work is supported by fee-based seminars and generous private gifts. Any opinions, findings, conclusions or recommendations expressed in the material contained on this website do not necessarily reflect the views of Iowa State University.

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