The 10 Estate Planning Mistakes I Hear About Most Often

, Senior Editor, Forbes

As a journalist writing about estate planning, Deborah Jacobs, Senior Editor at Forbes, likes to combine real life stories with practical advice. And that means she's always scouting for people who have implemented the strategies she's covering. In the process, she has found widespread misunderstandings about concepts that advisers assume are fundamental. 

This class, with 45 minutes of lecture and 15 minutes of Q&A, will cover 10 of these common misunderstandings. 

Students will leave this class with answers to all of these questions:

  • I don't have an estate, so why do I need estate planning?
  • Can my will cover my retirement accounts, like a 401(k) and an IRA?
  • When a gift is taxable, does that mean I have to pay income tax on it?
  • If I convert a traditional IRA to a Roth, do I have to shift the whole thing?
  • Durable power of attorney - you mean my living will?
  • Aren't trusts just for people who are extremely wealthy?
  • My mother wants to add my name to her bank and brokerage accounts - good idea?
  • Does a "transfer of death" account avoid estate tax?

Deborah Jacobs

Senior Editor, Forbes

Deborah Jacobs is a Senior Editor at Forbes Magazine. She specializes in the intersection of law, personal finance, the workplace and small business. 

Deborah is a former lawyer whose latest book is called Estate Planning Smarts

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