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

Posted date: July 12, 2017 In: QuickPress

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.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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