Estate Planning: Personal Financial Planning

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Across
  1. 3. Rule ___: Failing to consider incapacity
  2. 6. Can’t be changed or revoked by the grantor once they are implemented.
  3. 8. One of the most importnat for primary estates, found in Gray Tsunami's book.
  4. 9. Mistake:10 Failing to review and update ___ plan.
  5. 10. Can’t be changed or revoked by the grantor once they are implemented.
  6. 11. is for simple errors in judgment or simple negligence.
Down
  1. 1. Insufficient cash to pay administrative costs including the costs of maintaining property, taxes, and other estate settlement expenses.
  2. 2. is the process of planning the accumulation, conservation, and distribution of an estate in the manner that most efficiently and effectively accomplishes your personal tax and nontax objectives.
  3. 4. Can’t be changed or revoked by the grantor once they are implemented.
  4. 5. Certainly one contributing factor is the common knowledge that professionals carry insurance for malpractice.
  5. 7. (Abrevation)Can’t be changed or revoked by the grantor once they are implemented.