Pitfalls to Avoid in Estate Planning

One of the best services an estate planner can help with is making sure all paperwork has updated information.  For example, it is easy to overlook and not realize that most assets go to beneficiaries by contract rather than under the provisions of a will or trust. Learn how proper account designations make the transfer of money to a beneficiary easier and in some cases reduces estate tax.  Mary Ann (Mimi) Doucette is President of Doucette Medical Supply, Ltd. aka Doucette Medical Supply, LLC


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