A Big Planning Mistake…Incorrect Titling of Assets – July 2021

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Planning for a family’s transfer of wealth and ensuring successful execution is a complex process.  Clients look to their trusted advisors for guidance when it comes to defining and executing their estate plans for future generations.  Too often, individuals and families go through an arduous financial and estate planning process and then fail to finish implementing some of the most important steps:  proper titling of assets and accurate beneficiary designations.

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