When it comes to hidden pitfalls, there are quite a number of special circumstances where you would be ill-advised to use an "estate planning app"’.
Here is just a short- list of some special situations that require the help of a professional:
Blended families and step-families– his, hers, mine, yours, ours, theirs
Common law couples; same sex couples; unmarried couples
Changing dynamics of a family structure – divorce(s), remarriage(s)
In vitro fertilization, artificial reproductive therapy, adoption
Dual citizenships
Living/retiring abroad
Discord and long- term alienations among family members
Complex estates with complicated tax rules
Small business ownership
Frequent changes in domicile
Complex divorce/marital agreements
Family farms/acreage
Moves to/from community property states
Special needs family member
Widely differing views of inheritance between spouses
Tax-sheltered assets
Overseas assets
Diminished mental capacity/dementia/cognitive decline of testator
And the list goes on….
In such cases, there is a higher probability of unexpected outcomes from a poorly structured estate plan.
Working to Preserve Your Wealth and Protect Your Future…in a Constantly Changing World
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