Avoiding internal conflicts in estate plans

10/31/2013 | Financial-Planning.com

Advisers and clients should review estate plans to keep them current and to weed out internal inconsistencies, writes Martin Shenkman, JD, CPA/PFS. Shenkman suggests a few issues that advisers should flag to assess whether they serve estate goals, including power of attorney designations, financial projections, gift provisions, tax allocations, specific bequests and multiple trusts.

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