#29: Your Will and Estate: Will It Do What You Want It to Do?

The most common mistake is not having a legally valid or up-to-date will. But equally dangerous is having a will that does not do what you want it to do. Mistakes you make in your will are much more expensive than other financial planning mistakes, because usually they are discovered only after your death, when it’s too late to correct them.

A well-designed will can save your heirs enormous taxes, provide for immediate living expenses of your dependents, distribute your assets according to your intentions and on a schedule of your choosing, and minimize the disruption to your business.

This Resource Report highlights the critical areas to review as well as the most common mistakes and how to avoid them.

Other topics: Designating beneficiaries, choosing an executor/executrix, distribution terms and strategies, joint ownership, trusts and custodial accounts, estate tax considerations, irrevocable transactions, insurance options, and a Family Information Roadmap of all the information your heirs will need to administer your estate and distribute its assets.

Price: $39.00   |   Pages: 31

Download