A good estate plan can significantly reduce taxes, streamline transfers of assets after your death, sidestep costly public probate proceedings and minimize family squabbles over inheritance.
But if you don’t have the right “staffing” to execute the plan properly, you are courting disaster. Selecting strong candidates to act as executors, trustees, financial planners and advisers, accountants, lawyers and tax experts can be the difference between the success or failure of your estate plan execution.
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