Are there surprises lurking in your plan? In a time of great uncertainty, there is so much that is out of our control. But one thing that is -- or at least should be -- in your control is your estate plan.
However, estate plans can fall out of date and lead to unpleasant surprises for heirs. In a new report, we identify common problem areas that, unfortunately, our experts see all too often, including:
Northern Trust’s proprietary approach to stress testing estate plans will give you a clear picture of how your plan will unfold. By identifying any surprises ahead of time, we can work with you to ensure your lifetime, family and philanthropic goals will be fulfilled.
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