Family at a kitchen table with documents, Hudson Valley estate planning conversation

Estate Planning·6 min read·June 9, 2026

Three Estate Planning Mistakes I Keep Seeing This Summer

Three estate planning mistakes keep surfacing on my Hudson Valley intake calls this June: no will at all, no trust to keep a family out of probate, and beneficiary forms nobody has touched in years. Here is why summer is when families finally catch them, and what I tell people to do first.

Peter Guggisberg

Financial Advisor · Hudson Valley, NY

Written by Peter Guggisberg, Financial Services Representative with Vermont Financial Group of NY (a MassMutual general agency) and the advisor behind Noah's Ark Financial.

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Peter Guggisberg, financial advisor, Hudson Valley NY

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