Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan, you can be sure your assets go exactly to whom you want and in a manner that can benefit them the most.
Latest posts by Courtesy of Parman and Easterday (see all)
- 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
