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Articles of Interest
3. Aug
What is Estate Planning
What Is Estate Planning? Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes. KEY TAKEAWAYS Estate planning involves determining how an individual’s assets will be preserved, managed, …
3. Aug
7 Deadly Estate Planning Mistakes and How to Avoid Them
How to avoid Deadly Estate Planning Mistakes Most estate planning mistakes tend to fall into one of several categories. Every estate plan has unique features, but the same problems and mistakes recur. Many mistakes don’t vary with the value of an estate and other factors. Each of the classic mistakes is avoidable. All that’s needed …