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    Major Errors In Estate Planning

    28 Jun 2012 by Angela in Hopmeier Evans Gage Insurance, Personal, Tip of the Month / No Comments

    1.Not having a plan
    2.Failure to review beneficiary designations and titling of assets
    3.Failure to consider the Estate and Gift Tax consequences of Life
    4.Minimizing annual gifts
    .

    5.Failure to take advantage of the Estate Tax Exemption in 2012

    Call Dave Evans to make an appointment to go over these points.

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    • estate planning
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    • having a plan
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