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Quotes from the news wire:
Don't die before you review your beneficiary forms and your trusts.
– Jeff Levine
Once you factor in state tax, you're losing 40-50% of it. It's a disaster.
People are historically slow to change their beneficiaries - or anything to do with estate planning. It means contemplating their own death.
It took a lot of coffee and a lot of late nights.
The software only does so much. It might tell you the right number, it might be wrong. But it will not be able to think outside the box.
The key point is that nothing should go without being checked.
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"Jeff Levine Quotes." Quotes.net. STANDS4 LLC, 2020. Web. 27 Oct. 2020. <https://www.quotes.net/authors/Jeff+Levine+Quotes>.