A Stress Test for Your Estate Plan
As your wealth grows, so does the complexity—and risk. Even the most carefully crafted estate plan can contain hidden gaps that may disrupt your legacy. So, have you stress-tested it?
If your plan were triggered tomorrow, would it hold up—or unravel?
This eye-opening white paper reveals 8 surprising estate pitfalls—and how to fix them. From unanticipated tax burdens to rigid distribution rules, see how a simple “stress test” can uncover costly missteps before they impact your loved ones or philanthropic goals.
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