We see all kinds of issues and problems regarding client's estate documents. Many times we will discover that the arrangements spelled out in the documents are not at all what a client wants today. Often, we help clients deal with sensitive family issues. We believe it is worth it to take the time to plan your estate with the proper professional (Legal, Tax, Investment). When you do, please take the following into consideration to help avoid these common mistakes.
You can give us a call to help you look at your own particular situation and see how we can help your Estate Planning needs and work with your tax and legal advisor.
Estate Management 101