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Finley Alexander Wealth Management - Estate Planning Mistakes

Posted at 1:32 PM, Jan 25, 2021
and last updated 2021-01-25 13:32:42-05

Estate planning is essential. Without a will or a trust, you could leave grieving loved ones with a lengthy and expensive court battle, as musical icon Prince did when he died without a will nearly four years ago.

You don't need millions of dollars to plan your estate. Passing without a plan in place means your loved ones will need to go through probate, meaning your entire estate becomes an open book for the courts and the IRS. With legal fees as well as IRS penalties plus a lengthy timeline, your family could be turned upside down at an already difficult time.

Finley Alexander Wealth Management can help set up an estate plan that will give you peace of mind. Tune in for their free webinar on January 26 at 6:30 pm to learn more.

Click here to learn more and register.