I recently contributed an article published in Network Magazine entitled “Effective Estate Planning: A New Era.” This article discusses effective estate planning and tax planning for individuals, common client misconceptions, and why effective estate planning is not only about the Will. An experienced estate planning and tax attorney will rely on her client’s stated financial and personal information to draft optimal estate planning documents and render other valuable advice. In the article, I list ten crucial issues of focus for anyone who desires an excellent estate and tax plan. Click here to understand those issues.
If you have any questions about this post or any related matter, please feel free to contact me jharris@norris-law.com.