The beneficiary designations on financial accounts are crucial decisions that will impact the success of a financial or estate plan. Here are 10 common mistakes that advisors should discuss with their clients.
If attacked, do you want to be Victor or Victim?
At SacredHonor.US, we hate it when people die embarrassed.
And at Protect.FM, we believe good estate plans protect families.
We make it easy for your family to attain the comfort of skill at arms.
David R. Duringer, JD, LL.M, is a concealed firearm instructor and tax lawyer specializing in business and estate planning; licensed to practice law in the states of California and Washington. He is managing shareholder at Protective Law Corporation, serving Southern California from its Laguna Hills (Orange County) headquarters and satellite offices in San Diego County (Coronado and Carlsbad).
© Protective Law Corporation as per date of publication captioned above. All rights reserved unless otherwise noted. Sharing encouraged with attribution and/or link to this page.