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Tag Archives: Estate Planning

20170622

Leaving specific assets to specific heirs is an estate planning no-no

By Legacy Protection, LLP |

Planning your estate around specific assets is risky and, in most cases, should be avoided. If you leave specific assets — such as a home, a car or stock — to specific people, you could end up inadvertently disinheriting someone. Unintended consequences Here’s an example that illustrates the problem: Kim has three children —… Read More »

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