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.
- Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification - September 15, 2021
- Roth IRAs Can Be a Great Planning Strategy: Advanced - August 25, 2021
- Roth IRAs Can Be a Great Planning Strategy: Basics - August 18, 2021