Some of the Biggest Estate-Planning Mistakes People Make Reviewed by Momizat on . Estate Planning Missteps Create a Burden for Beneficiaries Mistakes such as failing to create an inventory of assets, having too many accounts or not including Estate Planning Missteps Create a Burden for Beneficiaries Mistakes such as failing to create an inventory of assets, having too many accounts or not including Rating: 0
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Some of the Biggest Estate-Planning Mistakes People Make

Estate Planning Missteps Create a Burden for Beneficiaries

Mistakes such as failing to create an inventory of assets, having too many accounts or not including a see-through provision in a trust can complicate matters for beneficiaries who are left behind after a client dies.  Proactive planning can help simplify the situation for a client’s loved ones.

To read the full article in Kiplinger, click: Some of the Biggest Estate-Planning Mistakes People Make.

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