Could Your Estate Plan Be Costing Your Family Thousands in Taxes?
An estate plan is supposed to protect your family, but poorly written documents and costly mistakes can create serious financial and legal problems. From nursing home arbitration agreements to disputes over inheritance, understanding how your estate plan works can help prevent unexpected complications.
Todd Lutsky and Susan Powers examine two court cases involving nursing home agreements and undue influence in estate planning. They also discuss how joint revocable trusts can simplify estate planning, help avoid probate, and potentially reduce estate and capital gains taxes. Plus, Todd answers…
The skinny
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