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Estate planning – Steer clear of these 5 common mistakes

$225.00

SKU: WMAmj231. Category: .

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Abstract: A well-designed estate plan can help individuals share their hard-earned wealth according to their wishes and protect it from creditors and tax liability. But it’s easy to make mistakes. This article looks at five, including failing to fund a revocable trust, not planning for incapacity and forgetting to make contingency plans for beneficiaries. A sidebar discusses choosing trustees.

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