5 estate planning mistakes Archives – Wiser Wealth Management

Top 5 Estate Planning Mistakes

Top 5 estate planning mistakes I recently read a report that suggested that only about 20 percent of the population has a formal estate plan. After reviewing the points below, please take a minute to consider whether it’s time for you to create or update your estate plan. Here are a few of the top 5 avoidable estate planning mistakes: 1. Dying without a will or trust – If you die without a will or trust, the state in which you reside and the IRS will […]
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