From the Attorney’s Desk by Jason Krautkramer, J.D. Eckert & Krautkramer, LLC 630 N 4th St., Wausau, WI 54403 eklawwi.com 715-842-0907 jason@eckertlawllc.com 188699 Estate Planning Traps Most People Miss Think your estate plan is up to date? You may be overlooking problems that could create headaches for your family later. An estate plan is not something you create once and forget. As your family, finances, and circumstances change, your plan can become outdated without you realizing it. Common traps include outdated beneficiary designations, failing to name backup decision-makers, leaving your family without access to important digital information, and gaps in incapacity planning. Other problems arise when your wishes are unclear, a trust has not been properly funded, or you leave beneficiaries property with unexpected expenses, liens, or costs. A good rule of thumb is to review your estate plan every three to five years—or after a major life event. Contact our office today to review your plan and help protect your family from these overlooked traps. From the Attorney’s Desk by Jason Krautkramer, J.D. Eckert & Krautkramer, LLC 630 N 4th St., Wausau, WI 54403 eklawwi.com 715-842-0907 jason@eckertlawllc.com 188699 Estate Planning Traps Most People Miss Think your estate plan is up to date? You may be overlooking problems that could create headaches for your family later. An estate plan is not something you create once and forget. As your family, finances, and circumstances change, your plan can become outdated without you realizing it. Common traps include outdated beneficiary designations, failing to name backup decision-makers, leaving your family without access to important digital information, and gaps in incapacity planning. Other problems arise when your wishes are unclear, a trust has not been properly funded, or you leave beneficiaries property with unexpected expenses, liens, or costs. A good rule of thumb is to review your estate plan every three to five years—or after a major life event. Contact our office today to review your plan and help protect your family from these overlooked traps.
