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Five questions, in order, will give you a broad-stroke-overview understanding of the legacy planning process. A few additional questions help clarify. Read the rest of this entry »
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assets, estate planning, estate tax, giving, legacy planning, legacy planning process, taxesTalk about disappointment. And shock.
Our legacy planner presented his legacy plan proposal this afternoon. That was fine. Indeed, it was quite exciting.
But he didn’t merely present his ideas for our future. He showed us where our current estate plan, drafted about eight and a half years ago, is going to leave us . . . unless we take some drastic action.
The results of our current plan are so far off-kilter from where we actually want to go, I can hardly express my dismay.
Some of the most shocking elements: Read the rest of this entry »
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