I'M A FINANCIAL PLANNER, AND THERE ARE 4 ESTATE-PLANNING MISTAKES I SEE PEOPLE MAKE OVER AND OVER

Courtesy Elaine King   I've worked with more than 1,200 families as a Certified Financial Planner, and I see people make the same estate-planning mistakes over and over again. Not having a will is a major problem. After that, though, you also need guardianship documents for minor children, updated beneficiaries, and a properly funded trust. Your estate-planning attorney and financial planner should work together, and you should talk to...

BusinessInsider (Date:03/29/2020 14:01) Read full article >>

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