10/16/2026
A will or trust may be an important part of the process, but there are other pieces to consider from how assets are titled and beneficiary designations to who you choose as decision-makers and whether your trust has been properly funded.
The article is a helpful reminder to look beyond individual documents and think about how each part of your plan supports your goals, your family, and your wishes.
Worth a read if estate planning is on your to-do list or if it’s been a while since you reviewed your existing plan.
https://www.forbes.com/sites/martinshenkman/2025/03/28/estate-planning-biggest-mistake