Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan, you can be sure your assets go exactly to whom you want and in a manner that can benefit them the most.
Latest posts by Michael J. O’Brien, Estate Planning Attorney (see all)
- Understanding Tax Apportionment Clauses - August 10, 2023
- How Do I Title Thee…Part 1 - August 8, 2022
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