Archive for January, 2016

Will You Avoid These Estate Planning Mistakes?

  • by April Harper on Jan 14, 2016
  • Posted on Our Blog
  • Comments Off on Will You Avoid These Estate Planning Mistakes?

Too many wealthy households commit these common blunders. Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly, but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid. Doing it all yourself. While you […]

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