Slideshows
10 Biggest Estate Planning Mistakes

Sometimes, in order to lock in the $5 million estate planning tax exemption, clients gift away their “excess” assets. While gifting is good, and even better if you can avoid taxes by doing it, some clients give away too much, and are no longer able to maintain their standard of living in retirement.

Here are 10 mistakes your clients can make when setting aside wealth for future heirs.

Already a subscriber? Log in here