Tricky Postmortem Planning: Don't Make This Mistake
Oct 20, 2006 (Updated on Jul 5, 2011)
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By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
We all want to help after a death. But all too often, surviving spouses don't understand or remember key provisions of their estate plans. So be sure to take time to understand your clients' estate plans before moving assets. What you don't know could cost you and your clients dearly.