While there are plenty of other myths I could include in this post, one overarching theme seems to be prevalent throughout: uniqueness. While it may seem like a given estate planning situation is vanilla, working to achieve your specific goals and planning for the various anomalies present in your life is the only way to truly ensure that your desired outcomes are met. Rather than assuming one size fits all, consulting a team of professionals who know their client’s values as well as their financial situation, is the best way to avoid unintended consequences.
Estate Planning Myth #10: All Top Ten Lists have Ten Items
Erika Stein Rosenhagen / May 14, 2014
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