We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney, and health care documents to be the building blocks of an Estate Plan. While a necessary and important part of Estate Planning, thinking of the documents as the starting point for an estate plan skips several important steps. The article I’ve linked here is the first in a two-part series. The first part examines the various ways to hold title to assets and the second part examines the effect that title may have on an estate plan; I hope you find it useful. Read on to learn more.
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Common Mistakes in Estate Planning – Part V