What Type of Estate and Tax Planning Do I Need to Do?

Without a will, your assets could be held in probate court and distributed according to state law

February 27, 2012 RSS Feed Print

Mayoras says she's had people come to her office with wills or trusts that weren't created correctly. "If you don't use an attorney who specializes in this area, you're losing a lot of possibilities that you would otherwise have," she adds. "What if there isn't an estate tax situation? What happens if your children pass away? There's a lot of what-ifs, and there's no way checking boxes on a form is going to account for that."