Quotes from the news wire:
Don't die before you review your beneficiary forms and your trusts.
Found on Reuters 5 years ago
Once you factor in state tax, you're losing 40-50% of it. It's a disaster.
Found on Reuters 5 years ago
People are historically slow to change their beneficiaries - or anything to do with estate planning. It means contemplating their own death.
Found on Reuters 5 years ago
The software only does so much. It might tell you the right number, it might be wrong. But it will not be able to think outside the box.
Found on Reuters 5 years ago
The key point is that nothing should go without being checked.
Found on Reuters 5 years ago
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