5 Costly Mistakes That Cost Trusts or Estates a Lot of Money

June 24, 2021 Category: News

Lana Kadoshnikov and Keith Tokerud, will discuss the 5 mistakes and share their stories of what to do and what not to do.

1. Vague Plan, No Details
2. Procrastinating
3. Short Term Planning-Not Considering Estate Issues
4. Failed to Claim Portability
5. Missed Installment Payment Option for Estate Tax


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