Below are a few more examples of the pitfalls I have seen my clients experience over the last 15 years of practice due to an outdated estate plan. Keeping your Estate Plans up to date can save you and your loved ones time, energy and money. Naming Estate or Trust as...
Like a garden, your Estate Plan reflects the kind of care it gets. Below are a few examples of the pitfalls I have seen my clients experience over the last 15 years of practice due to an outdated estate plan. Naming a Child on Bank Account In theory, naming a child...
