The Top Ten Ways to Mess Up Your Estate Plan - with Bill Deitch from the Estate Planning Law Group


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The Top Ten Ways to Mess Up Your Estate Plan:

1. Improper Ownership of Assets

2. Inadequate Disability/Incapacity Planning

3. Failure to Regularly Update Plan

4. Outright Distributions to Children, Spouse, and others

5. Improper Beneficiary Designations

6. Special Circumstances Ignored

7. Missed Opportunities for Estate and Gift Tax Exemptions

8. Failure to Consider a Remarriage by Your Surviving Spouse

9. Owning Life Insurance in Your Own Name

10. Waiting until the Last Minute to Plan for Medicaid Eligibility


About Our Speaker:

Attorney William A. Deitch founded The Estate Planning Law Group in 1996. His practice is dedicated to assisting successful individuals, families, and business owners create a secure and prosperous future. He built the practice upon a commitment to provide the highest possible level of service to client families. The focus of Bill’s estate planning practice is based on his own straightforward personal goals — fortifying families, protecting legacies, shielding against the problems brought about by incapacity, and ensuring that the dreams parents have for their children are not lost to taxes, poor planning, or procrastination. Bill enjoys working with business owners who are planning to transition their business to the next generation. He provides comprehensive and customized planning solutions to address the individual needs and concerns of his clients.

Bill has assisted over a thousand clients in creating estate plans that work. Each client receives personal attention and the time necessary to ensure that their individualized plan meets their needs and is well understood. Clients often comment on Bill’s ability to make complex concepts understandable so that they can make the best possible decisions to protect themselves and their families. The Estate Planning Law Group is committed to fostering a team-oriented planning model which actively includes our clients’ trusted advisors in our planning process.

Bill received his B.A. from the University of Illinois at Champaign/Urbana and his J.D. from DePaul University, where he was involved in student government, the International Law Society, and the Phi Alpha Delta Law Fraternity. Bill was an Adjunct Professor at the College of DuPage, where he taught a highlyregarded estate planning course to C.P.A.’s. He is also a frequent speaker on the topic of Estate Planning and Business Succession Planning and is a contributing author of the estate planning books titled “Your Life, Your Legacy,” published in 2003 and “Your Life, Your Legacy II,” published in 2011. Bill has taught thousands of accountants, financial advisors, insurance professionals, and members of the public about the full range of estate planning topics.

He is a member of WealthCounsel and Eldercounsel, nationwide organizations of attorneys and financial advisors dedicated to providing their clients with the most sophisticated and comprehensive planning solutions available. He is a member of the Illinois Forum of Estate Planning Attorneys, the Illinois State Bar Association, and the DuPage County Bar Association.

Bill is a lifelong resident of the Chicago area and has lived in DuPage County for the past 35 years.


*Bill Deitch and Estate Planning Law Group are not affiliated with nor endorsed by LPL Financial or Total Clarity Wealth Management.