You are currently viewing 34 Common Estate Planning Traps & How to Avoid Them

34 Common Estate Planning Traps & How to Avoid Them

A good estate plan is a tremendous gift to your loved ones and to yourself. It will ensure your assets pass to the people you want to benefit and to the causes and organizations that matter to you. It can minimize probate costs, reduce taxes, and insulate inheritances from creditors. It can provide a succession plan for a family business. It can protect you if you are incapacitated, ease the emotional burdens on your family, and give you great peace of mind.

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Shalini Codispoti

Shalini Codispoti is a distinguished estate planning attorney with over 18 years of experience, committed to helping families navigate the complexities of estate and trust planning. Born and raised in the multicultural backdrop of Trinidad and Tobago, Shalini's passion for law and justice was shaped early. After moving to Texas, she pursued a career in law, obtaining her degree and initially working as a litigator. Her experiences in litigation highlighted the essential need for meticulous and proactive estate planning to prevent familial conflicts and legal disputes over assets. Shalini founded Codispoti Law with a mission to provide personalized and thorough legal solutions that ensure her clients' wishes are respected and their assets protected. Her approach combines deep legal expertise with a genuine concern for the well-being of her clients, making her a trusted advisor in times of need. Her dedication extends beyond the office as she actively participates in community services, aiming to bring opportunities and legal aid to those in need.