One Key Ingredient for a Successful Estate Plan: Proper Asset Alignment
Margaret O'Sullivan
March 10, 2016
In our August 2015 post entitled “Keeping Your Estate Plan Healthy with Periodic Check-Ups” we raised the potentially problematic reality that your estate plan may only be truly up-to-date the day you sign your estate planning documents. We put estate plans in place to ensure that our wishes, intentions and goals