As your wealth grows, so does the complexity—and risk. Even the most carefully crafted estate plan can contain hidden gaps that may disrupt your legacy. So, have you stress-tested it?
If your plan were triggered tomorrow, would it hold up—or unravel?
This eye-opening white paper reveals 8 surprising estate pitfalls—and how to fix them. From unanticipated tax burdens to rigid distribution rules, see how a simple “stress test” can uncover costly missteps before they impact your loved ones or philanthropic goals.