Month: September 2016

8 Tips to Avoid Nasty Estate Surprises

The amount of wealth to be transferred the the baby boom generation to their heirs is expected to be as high as $59 trillion over the next several decades. That’s a lot of money. To make matters worse, our modern society has become more fragmented than ever before. These two facts together will lead to more than a few family disputes.

Here’s 8 tips on how to minimize the chance of a legal dispute over your estate:

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