How Can You Test-Drive Your Estate Plan? (Without Dying First)

Filbrandt Reports
Volume 17, Issue 8

Report Summary:

Whether you have an old will, a current will, or no will at all, an “Estate Plan Audit” shows you how close or distant you are to achieving your estate transfer objectives.

The Top-Down approach to estate planning used by most practitioners often leads to unrealized expectations by clients.

It establishes minimum dollar target amounts, known as “Defined  Benefits,” for family to benchmark current estate plan results.

This report:

  • Outlines everything a good estate plan should include
  • Explains our “bottom-up” approach and how it’s different from others

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Volume 17, Issue 8

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