‘Smart’ Estate Planning Can Cause Problems: Unraveling Myths

'Smart' Estate Planning Can Cause Problems: Unraveling Myths

We’ve all heard the standard estate planning advice: write a will, purchase appropriate life insurance, name the beneficiaries of your retirement accounts and arrange things so your estate can bypass the lengthy probate process. While this advice is well-intended and generally useful, it turns out that following this advice blindly can sometimes make things worse […]

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