Even the most carefully crafted estate plans can contain hidden gaps — and those gaps can create confusion, stress, and unintended consequences for loved ones.
In a recent interview, Sally Boyle sits down with Renée Harvey, Managing Attorney at Legacy North Counsellors, PLLC dba Caldwell Law, to discuss the five most common estate planning mistakes people make — and what you can do to avoid them.
Renée shares practical, real-world advice to help ensure your estate plan works as intended, from keeping documents up to date to properly coordinating assets and naming trusted decision-makers. These insights are especially valuable for families in New Hampshire and Vermont, where estate planning laws and tax considerations can vary.
Whether you’ve already completed your plan or are just starting the process, this discussion offers clear guidance to help you create an estate plan that truly reflects your wishes — providing peace of mind, financial protection, and lasting security for those you care about most.
👉 Watch the full interview here: