Great questions to think about: Does your Will match your wealth transfer wishes? Are your assets titled correctly and have you set up the appropriate beneficiary designation forms? Have you established and funded all necessary trusts? You don’t have to be a celebrity to have an estate but without the proper planning, the mistakes can be equal in magnitude.
- The Importance of Having a Professionally Drafted Plan
- Proposed 99.5% Act and STEP Act
- Lay the foundation today to fully secure your family’s tomorrow! Free consultations and flat rates for most plans.
- 2021 Biden Estate, Gift and Generation-Skipping Transfer Tax Plan
- Crossroads Coming in Estate Planning