Due to precautions related to covid-19, we have expanded our options for remote consultations. please contact our office to discuss whether a full phone consultation or video conference is appropriate for your situation.
Toll Free: 800-645-2911
Phone: 937-608-9398
Focused and Effective Representation

Estate planning mistakes that could lead to a dispute

If you are planning your estate, there are certain priorities that you probably have. The first may be to ensure that your loved ones and the causes you care about will benefit from your legacy at the end of your lifetime. Additionally, you'll want to try and minimize the taxes and other fees that your estate will pay so that your beneficiaries can gain as much as possible. Finally, you probably want to prevent any possible disputes over your estate.

While you can't control to future to the extent of preventing all possibility of an estate dispute, you can avoid making certain mistakes to vastly lower the chances. The following are some common mistakes you should avoid:

Not having an estate plan at all

Not making an estate plan but making verbal announcements of your wishes to family and friends makes an estate dispute very likely. If there is no will in place, your assets will be distributed according to state law, which may not be in accordance with your true wishes, and your family will likely be aware of that.

Not updating a will regularly

If you did not update your will after ending a romantic relationship or after reconciling with a previously estranged child, a dispute is very likely to occur.

Choosing the wrong person to handle an estate

You should choose an estate executor who you can trust completely. If they are not acting in good faith, a dispute could occur.

It is important that you create an estate plan that actively tries to avoid a future dispute so that you can have peace of mind.

No Comments

Leave a comment
Comment Information
  • Ohio State Bar Association | Connect.Advance.Succeed
  • Federal Bar Association | ORG Jan 5th 1920
  • Dayton Bar Association 1883
  • Super Lawyers
Email Us For A Response

Tell Us About Your Legal Need

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

7810 McEwen Road, Suite B Dayton, OH 45459 Toll Free: 800-645-2911 Phone: 937-608-9398 Fax: 937-461-5981 Dayton Law Office Map

Review Us