Simple things like proper account titling, power of attorney, trusts and wills are all things that must be in place if you are to truly avoid a drawn-out legal fiasco.
By having the proper estate strategy in place you can eliminate probate and make it easier for your family during their time of grieving. The last thing you should hope for is a legal obligation while your loved ones are mourning their loss.
Over the next few decades, $41 TRILLION IN WEALTH will be transferred to the next generation*.
*John Havens and Paul Schervish from the Center on Wealth and Philanthropy at Boston College
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