DID YOU KNOW?

If you don’t have a valid will or trust, then state laws will determine how your assets pass, to whom they pass, and when they pass. This could lead to unnecessary estate and income taxes, your estate being consumed by creditors, your estate being tied up in probate court (possibly for years …), and other undesired results, and is perhaps the most costly and emotionally draining way to pass assets to your loved ones.

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Estate Plan Deficiency Checkup:

    Even if you circled "Yes" above, Congress, state legislatures, and the courts are constantly changing the rule book. In fact, there have been several major estate and income tax law changes in recent years. Depending on your circumstances, an out-of-date estate plan might be missing valuable planning opportunities and could cost your family dearly in extra taxes and administration costs.