Clarity is essential in an estate plan. This article examines the case of Tom Petty, what he did right and what he did wrong. It shows that clarity can avoid problems later.
Latest posts by Charlie Amen (see all)
- Beneficiary Designations and the SECURE Act: Prior Designations - May 5, 2021
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries - May 1, 2021
- Updating Your Plan: Powers of Attorney - January 17, 2021
