10 Biggest Estate Planning Mistakes
Help your clients avoid these common pitfalls
Most people only grow old and die once, which means, generally, that they only need one estate plan -- and anything you do only once, youre likely to do poorly. Thats why its important for wealth managers and financial advisors and estate planners to help their clients get it right the first (and only) time.
Here are 10 mistakes your clients can make when setting aside wealth for future heirs, as noted by our colleagues at Financial Planning.