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19
Score
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2990.00
Created
08/19/09
Views 2936
Votes [disabled]
Comments 0
1
No will.
2
No tracking of beneficiaries for all of your IRAs, qualified plans and insurance policies.
3
Wrong executor and/or guardian.
4
Too much joint ownership.
5
Titling of properties.
6
No advanced medical directive.
7
No power of attorney.
8
If you have minor children, consider naming one guardian for your minor children and a separate guardian for the property you’ve left to support them.
9
Lack of knowledge on how the unified credit works.
10
No game plan on where to leave assets.
[source: Your Smart Money Moves - oXYGenFinancial ]
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