Estate Planning can be complex and overwhelming, as there are many nuances
to keep track of and potential pitfalls for the unaware. For that reason,
it is best to consult with an attorney specializing in Estate Planning
matters and seek their professional assistance in drafting documents. Even
then, there are several estate planning matters that often get overlooked
that no one warns you about. With that in mind, let’s look at the top 5
mistakes – detailed here:
Paragon is a Florida-based financial firm that provides services such as retirement planning, advisory, and investment management for individuals and businesses.