Clarity is essential in an estate plan. This article examines the case of Tom Petty, what he did right and what he did wrong. It shows that clarity can avoid problems later.
Latest posts by Michael O'Brien (see all)
- The Joy in Joint Trusts - June 8, 2023
- The IRS’ Annual Warning: The 2023 Dirty Dozen - June 1, 2023
- How Tax and Non-Tax Considerations Impact Estate Planning – Part II - May 25, 2023
