The biggest mistake parents make with their estate #probate #planning #money
15 Jun 2026 · 0 min

0:24
In this brief segment, Mark Kohler warns that many parents lack a proper estate plan or are uncertain about the status of their home, trusts, deeds, titles, and overall estate documents. He outlines the core objectives of effective estate planning: avoiding probate, preserving the stepped‑up tax basis, maintaining control over assets, safeguarding the family home, protecting children from poor financial decisions, minimizing family conflict, and ensuring the property is transferred exactly as intended. He emphasizes that proper legal planning is the difference between leaving children a well‑structured inheritance and leaving them a tangled mess.










