Latest / The Red Wagon Estate Planning & Elder Law Show
The Beware of Series Pt. 1: Assumptions Can Be Costly
In Part 1 of "The Beware of Series," Jeffrey Bellomo challenges many of the assumptions that can sabotage your family's estate plan. Even with the best intentions, family members and legal professionals can fail to create a comprehensive plan based on the family's goals. They can fail to use an appropriate range of planning tools. They can fail to keep plans updated over time. They can fail to protect assets in a way that preserves choice and flexibility before and after death.
This valuable series, inspired by Jeff's soon-to-be-released book, can help you avoid common assumptions and costly…
The skinny
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