An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This fourth article in the series looks at testamentary capacity.
- Using Disclaimers to Achieve Client Goals: Double Disclaimers – Part 2 - May 19, 2021
- Using Disclaimers to Achieve Client Goals – Part 1 - May 12, 2021
- Beneficiary Designations and the SECURE Act: Prior Designations - May 5, 2021