The Top 10 Estate Planning Mistakes ... and how to protect your family from them!

Top 10

Are you thinking about what to do with your estate but concerned about getting it right? You're not alone. That's why we've put together this free eBook to help you understand some common pitfalls and, more importantly, what to do about them.

It’s a terrible tragedy when someone's lifetime of hard work and success is squandered away in taxes or disputes. Unfortunately, after 15 years' work in estate planning, probate, and estate settlement, we've found this happens all too often. Even more unfortunately, this outcome is almost always avoidable by proper planning. Let Oakstone Law help you protect your family from these mistakes.

To help, we've put together this e-book describing the most common estate planning mistakes and how to avoid them.

What's inside?

  • Plain English - no legalese or excessive jargon
  • The basics of Revocable Trusts, Probate and Estate Taxes
  • What to do if you become unexpectedly ill or disabled
  • How to advise your beneficiaries on how to handle inheritance

... and more!

Bob Kleinknecht, Oakstone Law's Founder

About Oakstone Law, PL

Oakstone Law PL was founded by Bob Kleinknecht. A member of the Family Trust Subcommittee, the Estate Tax & Trust Planning (ETTP) Committee and the Real Property, Probate & Trust Law (RPPTL) Section of the Florida Bar, Kleinknecht has 15 years’ experience.

Prior to founding Oakstone law, he spent more than eight years serving as a personal, in-house estate, tax and charitable planning attorney for a Forbes 400 family in New York and Florida. Before that he was an estate planning and estate settlement attorney with prominent firms in Boston and Washington, D.C. after beginning his career with a boutique firm in Naples, Florida.

Licensed in Florida and Massachusetts, Kleinknecht has developed a practice model that eliminates billing by the hour and offers a streamlined, customized client process supported by technology, security and a personal approach.

For more information on Oakstone Law, click here. To get in touch with us, click here to send us an email, or call 239-206-3454. Our office is located at 5137 Castello Drive, Suite 2 in Naples, Florida 34103.

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Oakstone Law
1415 Panther Lane, Suite 439
Naples, Florida 34109
Tel: 239.206.3454