Bloom Financial, LLC

Tag: Estate Plan

  • Are you making these mistakes with your estate plan?

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    by

    Mitch
    in

    Imagine if your will began with the words, “To my beloved government, I bequeath…” Nobody ever intends for their money to go to the government.  Unfortunately, for many people, this is exactly what happens when they adopt a “DIY” approach to their estate plan.  Or, when they create a plan and then don’t think about…