top of page
Writer's pictureBrian Smith

Avoid these estate planning mistakes

By the time you reach retirement age, you may have accumulated a 401(k), IRA and other investment accounts, along with insurance policies and physical properties. You’ll use some of these assets to support your retirement, but the rest may end up in your estate — which is why an estate plan is so important.

Want to read more?

Subscribe to tricityrecord.com to keep reading this exclusive post.

0 comments

Related Posts

See All
bottom of page