The Estate Planning Mistake Manual

In 45 years of advising families and business owners, I've watched the same preventable mistakes cost real families real money — probate fees that consumed entire inheritances, tax bills no one saw coming, businesses sold at a fraction of their value because there was no plan.

This book covers the eight most damaging estate planning mistakes — explained clearly, with real examples and a concrete action checklist at the end of every chapter. Whether you have a plan that needs reviewing or no plan at all, this book tells you exactly what to fix and how.

Includes the free 7-Point Estate Plan Audit Checklist — a one-page PDF you can complete in 15 minutes and bring to your next advisor meeting.