Most estate failures are paperwork not probate. Many families lose wealth not in court, but through small errors: wrong beneficiary forms, outdated trusts, or missed tax strategies. What You’ll Walk Away With: A beneficiary & titling audit across IRAs, 401(k)s, annuities, and trusts Successor trustee and POA readiness review State-specific tax quirks to avoid costly mistakes Digital asset planning guidance Who Benefits: Anyone who wants to ensure their wealth passes smoothly and efficiently to l
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