The Final Test: Does Your Plan Pass All Your Wealth-Intact-to Your Family?

摘要

When I give tax-planning seminars or field calls from readers, here's the most common question I receive: How can I tell if my estate plan is done and done right?The answer lies in the difference between traditional estate planning (really death planning) and wealth-transfer planning (really lifetime planning that dovetails 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.