‘UPEs’ and ‘FMDs’, and your estate planning

by ADLV Law Team | 8 - 264, 8 - Pass on your wealth (including EP), Facebook Published, Marketing, Newsletter Published, Twitter Published

What is, and what is not, in your personal estate? This may sound like a academic question not worthy of a lot of thought. However, if you are in estate planning mode, it is critical that you answer this question correctly.