Clients often want the simplest estate planning solution possible. However, the simplest solution is doing nothing. Usually, doing nothing does not result in the desired outcome.
Estate Planning: The Simplest Plan is Usually Not the Best
Latest posts by Amy Nowaczyk (see all)
- The Sky Isn’t Falling - February 1, 2022
- 2022 Medicaid Spousal Allowances Update - January 27, 2022
- 2022 IRA RMDs Have Been Reduced - January 26, 2022