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March, 2022 Archives

Archives for March 2022

Mistakes to Avoid in Estate Planning

Failing to plan, failing to update the estate plan, failing to coordinate beneficiaries, forgetting to plan for disability and long-term care, and forgetting about estate tax liability are the most common mistakes to avoid in estate planning. Failing to involve a legal, tax, or financial professional is another common estate planning mistake. Estate planning mistakes can subvert the decedent’s real intent and significantly reduce the inheritance the decedent leaves behind. They can expose … [Read more...]

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