© 2024 Money Managers, Inc.
Posts about checklist beneficiary
Key Estate Planning Mistakes to Avoid
Too many people make these common errors. Provided by Money Managers,Inc. Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The following blunders can lead to major problems. […]
Money Managers, Inc. is a Securities and Exchange Commission registered investment advisor. Additionally, Money Managers, Inc. offers Tax and tax-related services. Information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Past performance is not indicative of future results. All investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.. View our disclosures page HERE.