Having an estate plan is very important. It ensures not only that your legacy is protected, but that you've planned for disruptions in your health and well being while you're alive. It's part of making sure that you are prepared for life's challenges (and the ultimate end of your life).
But how you draft and prepare that plan can make a difference in avoiding problems when those documents are needed, especially your will. To tell us about how to avoid probate nightmares I talked with Certified Financial Planner Cameron Zabko on what you should do.
In this episode you will learn about:
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- Challenges Facing Surviving Spouses
- The "Widow's Tax"
- Probate Pitfalls to Avoid
- Not to Miss Estate Planning Tips
- The Importance of Succession Planning for Your Small Business
Links & Resources
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- Westhollow Wealth Management Site
- E-Mail Cameron: czabko@westhollowwealth.com
- Get Cameron's Book Here
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