What’s the biggest issue we find at KFG when reviewing new clients’ estate plans? Surprisingly, it’s poorly drafted documents. Find out more about how to avoid this and other estate planning mistakes in a recent CNBC article by Deborah Nason titled “How to avoid estate, will blunders.”
Rick is one of the advisors quoted in the article, which you can read here.
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Related Reading:
Let Heirs Know Your Legacy Plans
Rick Cited in Wall Street Journal on Best Assets to Leave to Heirs
Estate Planning for Adult Children with Special Needs