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It also emphasizes that estate planning involves multiple factors and intricate details, requiring deliberate preparation rather than assumptions, so outcomes align with intended distribution goals.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/general/","General",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/9-estate-planning-mistakes-to-avoid-actionable-guidance/279615/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/9-estate-planning-mistakes-to-avoid-actionable-guidance/279615.png","ImageObject",442,249,{"name":42,"@type":43},"Mack Lee","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-20","2026-09-16",true,{"@type":52,"interactionType":53,"userInteractionCount":30},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"Why is estate planning described as complicated?","Question",{"text":62,"@type":63},"Estate planning involves many options and intricate details that must be weighed carefully to achieve the desired outcome.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"What financial circumstances does the article connect to estate planning needs?",{"text":67,"@type":63},"It highlights situations such as increased home values, well-funded retirement accounts, and substantial life insurance policies, which make planning and wealth distribution especially relevant.",{"name":69,"@type":60,"acceptedAnswer":70},"What is the key goal when avoiding estate planning mistakes?",{"text":71,"@type":63},"To ensure decisions support intended distribution at the end of life and help avoid errors that could derail that plan.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},279615,1789524137,{"code":4,"msg":81,"data":82},"success",[83,88,93,98,103,108,113,118,123],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":4,"slug":125},158,"general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":124,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":30,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":135,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":79,"read_time":30},1236954509970,"https://us-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","9 Estate Planning Mistakes to Avoid  \nTina Vervoorn May 15, 2008  \nStephen J. Kipp, CEO and  \npresident of KBD & Associates in  \nVentura, CA offered the  \nfollowing mistakes to avoid  \nwhen planning a personal  \nestate.  \nWith increased home values,  \nwell-funded retirement  \naccounts, and hefty life  \ninsurance policies, many  \nretirees today not only have  \nenough money to live  \ncomfortably but are also likely  \nto have wealth to distribute at  \nthe end of their lives .  \n\"Planning an estate can be  \ncomplicated and there are many  \nfactors to consider,\" says  \nStephen J. Kipp, CEO and  \n Ads by Google Trust Law Tax Advisors Tax Form Charitable State Tax  \nTina Vervoorn  \nConsortium Media's Five Pillars of Marketing Success©  \nToday´s media world is complex . Consortium Media Services (CMS) navigates and saves clients money with our unique 5 Pillars of Marketing Success© -a blend of advertising, public relations, promotions, web integration, and creative to build names into breakaway brands that are leaders in their respective category.  \nAdvertising  \nThe 18-year history of Consortium Media Services allows for preferred media and non-profit rate structures that are legendary. We literally save our clients thousands of dollars on media costs . In addition, our work with many nonprofits, including the Ventura Music  \n[http://www.americanchronicle.com/articles/61997](http://www.americanchronicle.com/articles/61997) 5/16/2008  \nAmerican Chronicle | 9 Estate Planning Mistakes to Avoid Page 2 of 8  \npresident of Kipp Brant Drummond & Associates in Ventura. \"While there are many options and intricate details to take into account, there are  \nFestival, have resulted in hundreds of thousands of dollars of in-kind promotional coverage in local target markets areas .  \nPromotions  \nCMS has worked with the L.A. Dodgers, Albertsons, McDonald´s and other high profile firms in various charitable and retail programs. Oneof CMS´s most successful assets, promotions, will bring speed to timelines as additional awareness is built faster to clients through promotion and marketplace partnerships.  \nPublic Relations The Public Relations Division at CMS has consistently delivered many articles and managed press relations for numerous companies. Our \"good news\"approach delivers results and effectiveness. Over the past 10 years, CMS has developed solid relationships with key publishers, editors and reporters in Ventura County and throughout Southern California.  \nWeb Integration CMS maintains and builds increased brand consistency in our web programs and has designed and  \n[http://www.americanchronicle.com/articles/61997](http://www.americanchronicle.com/articles/61997) 5/16/2008  \nAmerican Chronicle | 9 Estate Planning Mistakes to Avoid Page 3 of 8  \nintegrated electronic components into many traditional media programs. Our latest design, Grossman Imaging Centers website, reflects its new iconic materials, brochuresand folders and properly reflects the company´s  \ncommitment to excellence .  \nCreative  \nAt CMS, our Creative Services Department is intimately tied to brand work, using all the various disciplines that make us an effective media management company on every level with the ability to carry out an exciting, sustained brand awareness campaigns .  \nAbout the CMS Team Denise Bean-White, President / Owner Denise has more than 27 years of hands-on experience in direct mail, newspaper, radio, network television and station management. Her trend analysis, brand work, and work stratagem media packaging delivers outstanding and cost effective results . She is dedicated to her client´s success . Denise is responsible for developing branding and marketing strategies and maintaining client  \n[http://www.americanchronicle.com/articles/61997](http://www.americanchronicle.com/articles/61997) 5/16/2008  \nAmerican Chronicle | 9 Estate Planning Mistakes to Avoid Page 4 of 8  \nrelations.  \nJennifer Curtis, Vice President / General Manager  \nJennifer´s dive","cbCaid3QxAwg3gcz","https://ap.wps.com/l/cbCaid3QxAwg3gcz","pdf",70789,8,"English","# 9 Estate Planning Mistakes to Avoid\n## Core considerations for planning\n## Factors and options to weigh\n## Avoiding costly errors","[{\"question\":\"Why is estate planning described as complicated?\",\"answer\":\"Estate planning involves many options and intricate details that must be weighed carefully to achieve the desired outcome.\"},{\"question\":\"What financial circumstances does the article connect to estate planning needs?\",\"answer\":\"It highlights situations such as increased home values, well-funded retirement accounts, and substantial life insurance policies, which make planning and wealth distribution especially relevant.\"},{\"question\":\"What is the key goal when avoiding estate planning mistakes?\",\"answer\":\"To ensure decisions support intended distribution at the end of life and help avoid errors that could derail that plan.\"}]","9 Estate Planning Mistakes to Avoid - Actionable guidance | PDF"]