This is a common issue that can undermine a plan way out of proportion to the incorrect bill payment. For example, if you incur legal fees for your estate plan but pay them out of a trust account ...
No one intends to leave behind a financial, logistical, and emotional mess for their loved ones—but an estate plan is easy to screw up. Make sure you avoid the most common pitfalls. [Source ...
Estate planning is primarily about the transmission ... That is rarely prudent. Here’s an example if one of the worst inflexible plans. The couple had four children and were active with a ...
An outdated estate plan may not accurately reflect the current value of your assets, potentially resulting in uneven distribution among beneficiaries. For example, maybe you have two pieces of ...