Home Masterclasses 5 Estate Planning Mistakes

Free on-demand masterclass · About 25 minutes

5 Estate Planning Mistakes Families Should Avoid

A free, on-demand class for homeowners, business owners, farmers, and families who want to protect what they’ve worked for and keep their loved ones out of court and out of conflict.

  • Watch on your schedule
  • About 25 minutes
  • Presented by Chad Eichorn, Attorney

Watch free now

Enter your information and you’ll go straight to the class.

We’ll email you a link so you can come back to the class anytime. We never share your information. Watching does not create an attorney-client relationship.

What you’ll learn

The 5 mistakes this class covers

Practical, real-world guidance, not theory.

  1. Relying on a simple will

    Why a will alone often guarantees probate, and what actually avoids it.

  2. Having no plan for illness or incapacity

    What happens when someone can’t make decisions and no one has legal authority to help.

  3. Adding children to accounts or property

    How a well-meant shortcut can create taxes, lawsuit exposure, and Medicaid penalties.

  4. Using DIY or online documents

    Why generic plans fail, and why families end up paying more to fix them.

  5. Planning for assets but not relationships

    How a clear plan protects family harmony, not just property.

Why it matters

Mistakes don’t show up right away

Estate planning mistakes tend to surface at the hardest moments:

  • When someone becomes ill
  • When a spouse passes away
  • When children don’t agree
  • When the court gets involved
  • When assets are delayed, lost, or taxed unnecessarily

By the time most families realize something is wrong, it’s too late to fix it cheaply or easily. This class helps you see the risks while you still have choices.

Who this class is for

  • Homeowners and families
  • Business owners and farmers
  • Anyone with an older will or trust
  • Adult children helping aging parents
Chad Eichorn, estate planning attorney at Pearson Bollman Law

Your presenting attorney

Chad Eichorn

Attorney, Pearson Bollman Law

Chad has spent more than 15 years helping families protect what matters most. His practice focuses on estate planning and elder law, and he has seen firsthand how plans fail when they are rushed, generic, or poorly designed.

His approach is practical, personal, and rooted in real-world experience, not templates or shortcuts.

More about Chad →

Questions

About the masterclass

General information only, not legal advice.

Yes. There is no cost to watch.

About 25 minutes. You can pause and come back anytime.

You go straight to the class. We also email you a link so you can return to it later.

No. The class is general education. For advice about your situation, schedule a free consultation with one of our attorneys.

Protect What You’ve Built

Watch the free 25-minute masterclass, then bring your questions to a free consultation.