|
|
|
|
|
-
The Trust Doctor Checklists
-
My purpose here is not to come between you and your trusted advisors. This information could help you talk to your advisors about questions that may arise during this review. So often though, you have changed advisors, advisors have left the area or gone on to other businesses. You may not like whom ever set up your estate plan.
Times are changing, Banks and financial institutions are getting more demanding that documents are correct. The Counties are watching all transfers for possible ways to increase property taxes.
Here is some information and checklists you can us to see if your estate planning is "all it could be or should be". If you are not absolutely sure, check it out.
| | | |
|
|
|
|
|
