You’ve checked all the boxes. Dotted the “i’s” and crossed the “t’s.” Your estate plan is in great shape. But….did you miss something that could make a difference?
This Life Happens podcast reveals the most overlooked details that could compromise your Plan. Have you missed an important signature? Forgotten to update a beneficiary? Purchased a digital asset? Transferred an account after executing your Trust?
Pierro, Connor & Strauss attorneys Lou Pierro and Aaron Connor make sure you are checking all the boxes to protect your home and life savings, state your wishes and identify gaps that can save you time, money and taxes.
How solid is your Plan? Listen to this program to find out, and schedule a consultation with Lou or Aaron by emailing [email protected].
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