From Ann Margaret Carrozza, a cautionary tale: Don't Let Bad Estate Planning Make You Homeless!
Why is it that people sincerely want to be rich until somebody mentions probate costs and estate taxes? Then they decide they really want to be poor.
Too often, it seems, somebody helps them achieve their goal.
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Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
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1 comment:
Great story, I'll use it.
You know, if we didn't have death taxes people would be less likely to make these mistakes.
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