Top Estate Planning Mistakes Families Make

Many Oregon families think estate planning is complicated or unnecessary. Unfortunately, skipping it can lead to unnecessary stress.

Here are the top 3 mistakes we see: 

1️⃣ Not having a will 

2️⃣ Failing to update documents after life events (marriage, divorce, new baby) 

3️⃣ Forgetting beneficiaries on accounts or insurance

Jessica, a Tigard mother, had outdated documents. After a divorce, her ex-spouse was still listed as a beneficiary — creating confusion and tension. Updating her estate plan solved the issue and protected her children.

At Affordable Estate Planning, we help families avoid these common mistakes with simple, clear, and affordable planning. Regular reviews keep your documents accurate and your family protected.

Avoid common pitfalls — book a free consultation today.

We are licensed in Oregon, Washington, California, Nevada, and Florida. We are happy to meet virtually during the normal 9 to 5 or in the evening or on weekends, so you don't have to take off work or get a babysitter.

Chad Fuss, Esq.

503-908-5457

Chad@AffordableEstatePNW.com