Five Simple Tips To Avoid The Death Tax
“Is your estate plan up to date and complete?” Although I am not an attorney, this is one of the first questions I ask clients when we begin our relationship, and during a financial planning review. If your answer is “no” and you want to avoid the death tax for your loved ones, read on.
Procrastination Is Not Your Buddy
If you’ve put off estate planning because you don’t know where to begin, you will be happy to know the process is easier than you think. Don’t let fear of the unknown prevent you from making a smart decision. If (heaven forbid) you die without an estate plan in place, your loved ones could potentially be faced with a large and unnecessary death tax bill. I came across an article in Wealth Management called Five Simple Tips To Helping Clients Avoid Probate and thought I would share it with you. If you want to avoid the death tax for your loved ones, please click here for the full article.