Why Your Estate Plan Needs the Right Words
Estate planning mistakes often come down to ownership, beneficiary language, and whether the documents clearly define who should — and should not — inherit.
In this episode of The Legal Exchange, Todd Lutsky and Susan Powers discuss two real-life cases involving jointly held accounts and a child born outside of marriage, showing how unclear planning can create disputes over who receives assets. They also explain why convenience language matters for jointly held property, how a lack of planning can complicate wrongful death and estate claims, why nominee realty trusts can accidentally give…
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