Avoid These 6 Estate Planning Mistakes

Avoid These 6 Estate Planning Mistakes

Many families execute a trust, in an effort to avoid the probate process and efficiently transfer assets from their estate.  However, a trust is most effective when the appropriate individual/third party institution is provided fiduciary authority, when personal property and digital assets are addressed in the documentation, and when the trust is properly funded.  Clearly communicating with the beneficiaries soon after executing the plan will also alleviate subsequent discord.

Posted by Wendy VanCleve on 11/14/2017: Avoid These 6 Estate Planning Mistakes
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