Are you just getting started on your planning, and feeling a little overwhelmed? There is definitely a lot to take in when it comes to planning your estate.
However, a recent article by US News and World Report outlines a few things to remember when trying to plan for your assets.
“Meeting with an accountant and an estate attorney is the best way to sort through complex issues such as the step-up in basis for property. While you’re talking to the pros, ask them about the following five strategies. “
The article goes on to list the five strategies, which include drawing up a will, and checking your beneficiaries.
View the full article here to read the complete list of strategies.
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