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Estate Planning Questionnaire and Worksheets Vermont Form

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Estate Planning Questionnaire and Worksheets Vermont Form

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if you have an existing estate plan that has um Ira or retirement plan benefits passing through a trust you need to have your attorney look at the language in your estate planning document to make sure that trust will still qualify for at least the 10year stretch okay so that's way more details than I can go into right now but just talk to your attorney if you have retirement plans with beneficiaries and especially if you having a trust okay um estate plan make an estate plan if you were eight or over you need an estate plan I don't care if it's a will on a cocktail napkin that says I leave everything to Mary Hart and thank you very much I appreciate that

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