Clarity is essential in an estate plan. This article examines the case of Tom Petty, what he did right and what he did wrong. It shows that clarity can avoid problems later.
- Tax Proposals Could Alter Estate Planning Landscape - June 16, 2021
- Using Disclaimers to Achieve Client Goals: Double Disclaimers – Part 2 - May 19, 2021
- Using Disclaimers to Achieve Client Goals – Part 1 - May 12, 2021