Does Your Plan Pass All Your Wealth to Your Family?

摘要

When I give tax-planning seminars or field calls from readers of this column, can you guess what the most common question is? Here's a paraphrase of the question: How can I tell if my estate plan is done and done right?The answer Ties in the difference between traditional estate planning (really death planning) and Wealth Transfer Planning (really life-time planning that dove tails with your death plan). The biggest problem with traditional planning is that there is no way to know that your Plan is done and, more importantly, done right.