estate planning mistakes: Estate Planning Mistakes in Stamford, Connecticut: The Number 1 Mistake People Make in Estate Planning is to Not Plan at All!
- 01/01/12 06:42 AM
A significant focus of our practice is assisting clients in Stamford, Connecticut and elsewhere with their estate planning. Whatever a client’s goals are, or what their asset level is, the number one mistake they can make is to not plan at all.
A well thought out estate plan will plan for the guardian of minor children, reduce or avoid estate and succession taxes, arrange for the management of assets, and handle any planning necessary for a spouse and/or children that have special needs.
When we handle these situations for taxpayers we work with clients to find out what they want to … (2 comments)
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A significant focus of our practice is assisting clients in Stamford, Connecticut and elsewhere with their estate planning. Whatever a client’s goals are, or what their asset level is, the number one mistake they can make is to not plan at all.
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