7 Estate Planning Mistakes That Can Cost High Net Worth Families Millions
Discover how even successful families unknowingly leave their legacy exposed — and what to do now to protect your wealth, heirs, and wishes.
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Are You Making These Costly Mistakes?
Even the most successful families fall victim to these common estate planning oversights — any one of which can cost millions.
#1: No Plan — Or Thinking You're "Not Ready"
Without a plan, the state decides who gets your assets. Courts take control. Privacy disappears.
#2: Outdated Estate Documents
A trust created 5–10 years ago may be dangerously irrelevant to your current life and assets.
#3: Vague Language Courts Can't Interpret
The law doesn't care what you "meant" — only what's written. Ambiguity invites costly disputes.
#4: DIY Templates That Miss Critical Elements
Online tools aren't built for complex estates — missing tax planning, business succession, and more.
#5: Unfunded Trusts
Even the best trust is useless if your assets aren't properly titled and transferred into it.
#6: No Incapacity Planning
Without proper documents, your family may face frozen accounts and court-appointed control.
#7: Failing to Communicate Your Plan
Secret plans lead to confusion, mistrust, and legal battles among unprepared heirs.
What You'll Learn in This Free Report
Gain the clarity and confidence you need to protect everything you've built.
The 7 Most Expensive Estate Planning Mistakes — Exposed
Discover each costly error in detail, why it happens, and the specific solution to fix it before it's too late.
Why DIY Tools and Templates Fail Complex Estates
Learn what online wills and generic trusts typically miss — from business succession to special needs planning.
How to Protect Your Family If You Become Incapacitated
Understand the documents you need to avoid frozen accounts, court-appointed control, and family chaos.
How to Avoid Family Conflict Through Proper Communication
Learn why secret plans backfire and how a family legacy meeting can prevent disputes before they start.
Dela P. Ronen, Esq.
Principal Attorney, Ronen Private Wealth PC
Dela is the founder of Ronen Private Wealth, a premier estate planning practice serving high-net-worth individuals, families, and business owners in Beverly Hills and beyond.
With over a decade of experience at top-tier law firms, she brings deep expertise in sophisticated wealth preservation strategies, including irrevocable trusts, family entities, and cross-border planning.
Don't Let These Mistakes Threaten Your Legacy
Whether you're just starting out or already have a plan, this report will give you the clarity, urgency, and legal insight you need to protect what matters most.
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