Estate planning isn't once and done for the most part. It's actually not a bad idea to have a revisit/review done by a different attorney. The estate taxation has changed so often, I am surprised by people not having reviews(trust or not) every few years. Also, a key point is that probate, wills and taxes are handled differently in different states so a move should trigger a review if nothing else and owning property in multiple states can complicate things. I spent 18 months fighting with a bank because what they wanted was something not necessary in my state and eventually it took the state's attorney general to make that clear.
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. M