Staffing Your Estate Plan

Burns & Levinson LLP
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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.

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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