mistakes these experts can help you avoid when planning out your next financial phase. Unfortunately, there are plenty of pitfalls and hurdles that you can run into quickly if you don’t know the path ahead of you, and your trust and estate lawyer can be a key partner and making sure you navigate this complex road in the proper way. Here are a few of the major mistakes to look out for when planning your trust or estate needs. One simple mistake can unfortunately cause a snowball effect that can lead to tons of lost dollars or potential legal issues for you and your family. This is the major misstep that we find clients running into all the time when they try to go it alone without the help of an experienced expert on their side. Unfortunately there are so many different technical elements to properly filing paperwork or making sure that all of your ducks are in a row, and the untrained eye can miss many things along the way.