The biggest estate planning mistake? Thinking you don’t need one.
An independent fiduciary can help simplify estate planning, ensuring your wealth transfers efficiently while minimizing unnecessary taxes.
You may be asking yourself:
Do I need a will or trust?
What kind of taxes will my spouse pay if I die?
Do I really need an estate plan—or is that just for wealthy people?
The biggest estate planning mistake is procrastination.
Thinking you don’t need an estate plan is the biggest estate planning mistake. A simple plan—a will or trust, powers of attorney, and a living will—can save your family time, money, and stress. If you have children, naming a guardian is essential. The laws change, but one thing doesn’t: a smart estate plan protects your loved ones and minimizes unnecessary taxes.
Why Choose Coastline Complete Wealth for Your Retirement Planning
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Certified Financial Planner™
Your CFP® professional upholds the highest standard of excellence in financial planning—ensuring your plan is ethical, evidence-based, and designed around your life.
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Comprehensive
True comprehensive planning means every detail is integrated—retirement income, tax efficiency, investments, and estate coordination—all working together for your future.
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Fiduciary Duty
Transparent, fee-only advice with no commissions or hidden costs. We’re legally bound to act in your best interest—always.
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Local Expertise
For retirees in Bluffton, Hilton Head, Savannah and beyond, we blend smart financial guidance with proactive tax planning—so you can focus on living fully, not managing complexity.