The Ten Most Common Estate Planning Mistakes and How to Avoid Them
1.7 هزار بار بازدید -
10 سال پیش
-
The 10 Most Common Estate
The 10 Most Common Estate Planning Mistakes and How to Avoid Them, Post Taxpayer's Relief Act of 2013 will reveal the mistakes Americans consistently make year after year and guides you to solutions on how to avoid them.
The 10 Most Common Estate Planning Mistakes
Mistake #1 - Failure to Have Any Plan At All, or Having an Antiquated or Improper Plan
Mistake #2 - Believing that The American Taxpayer Relief Act of 2012 will Actually Provide Tax Relief
Call us at 1-888-892-1102 if you have any questions.
Mistake #3 - Blindly Leaving Everything to Your Spouse because of "Portability"
Mistake #4 - Paying Too Much Income and Capital Gains Tax
Mistake #5 - Not Properly Using the IRS-Approved Annual and Lifetime Gift Allowances
Mistake #6 - Not Properly Preparing fo the Exorbitant Cost of Long-Term Care
Mistake #7 - Failure to Properly Plan the Distribution of Your Pension/Retirement Accounts
Mistake #8 - Lacking Liquidity to Cover Estate Settlement Expenses
Mistake #9 - Estate Shrinkage Due to Investment Losses
Mistake #10 - The Improper Use of Jointly Held Property
Order the Ten Most Common Estate Planning Mistakes Book at https://shop.epmez.com/products/the-1...
The 10 Most Common Estate Planning Mistakes
Mistake #1 - Failure to Have Any Plan At All, or Having an Antiquated or Improper Plan
Mistake #2 - Believing that The American Taxpayer Relief Act of 2012 will Actually Provide Tax Relief
Call us at 1-888-892-1102 if you have any questions.
Mistake #3 - Blindly Leaving Everything to Your Spouse because of "Portability"
Mistake #4 - Paying Too Much Income and Capital Gains Tax
Mistake #5 - Not Properly Using the IRS-Approved Annual and Lifetime Gift Allowances
Mistake #6 - Not Properly Preparing fo the Exorbitant Cost of Long-Term Care
Mistake #7 - Failure to Properly Plan the Distribution of Your Pension/Retirement Accounts
Mistake #8 - Lacking Liquidity to Cover Estate Settlement Expenses
Mistake #9 - Estate Shrinkage Due to Investment Losses
Mistake #10 - The Improper Use of Jointly Held Property
Order the Ten Most Common Estate Planning Mistakes Book at https://shop.epmez.com/products/the-1...
10 سال پیش
در تاریخ 1393/03/15 منتشر شده
است.
1,770
بـار بازدید شده