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20 Retirement Decisions: Chapter 25 - You Can't Take It With You
What strategies should I use to ensure that my estate passes to my
not to Uncle Sam
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20 Retirement Decisions
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Some Estate Planning points of emphasis in the chapter:
Estate Planning Costs - What will it cost to develop a sound estate-planning strategy?
Beneficiaries - Setting up accounts titled as “joint tenants with rights of survivorship” isthe most common estate-planning strategy.
Wills - Many people have the misconception that by having a will their assets willsomehow pass to their heirs without probate court proceedings. This issimply not true.
A comfortable retirement is a collection of smart financial decisions and careful planning. We diligently plan all aspects of your financial future to help you achieve your desired lifestyle.
Maximizing the assets you've worked so hard to attain with customized, data-driven investing strategies.
Estate & Trust Planning
Helping you leave a legacy for the people and causes that matter most to you.