The end of the year will be here before we know it. But there is still time for you or your clients to get some major estate planning goals accomplished. Here are 5 things you or your clients should do before the end of 2013.
Category: Estate Planning
While creating a financial plan and establishing a specialized trust are central to preparing for your child’s future, special needs planners also advise families to write down their intentions and expectations in a Memorandum of Intent.
Whether to leave an equal share to each child is one of the toughest questions parents face when drawing up a Last Will and Testament.
For the average person, the changing of the lifetime tax-free gift limit makes little difference, as they do not have either $1 million or $5 million to give away.