There are many different ways to do an estate plan, and many of them are “right.” They keep you from getting hit hard with estate taxes after death, they make sure that designated items get to the right people, they provide for the next generation.
But they may not do all those things as efficiently as they could. So how do you correct that? How do you make the little nips and tucks that make your estate plan as efficient and effective as possible? Here are five tips:
Not all of these steps make sense for everyone, but if they work for you, you can save more for your family without any extra effort on your part.
Over the past 28 years, the Law Offices of Christopher A. Benson has helped more than 800 clients prepare and utilize simple and effective planning techniques to protect them and their families in order to avoid probate, save estate taxes, save money and save added emotional burden that comes from long term illness and/or death of a family member. Give us a call to schedule a free consultation to find out how we can help you and your family.
About the Author
Chris served on the Board of Directors for Habitat for Humanity
Seattle/S. King County for 10 years and served as Vice President
of the organization during part of that time. Read More