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.
