Book Download – Asset Alignment and Your Estate Plan

Ted Gudorf has written a new book titled “Asset Alignment and Your Estate Plan” to explain how important it is to realize that the different types of assets that you own have different legal and tax treatments. This book addresses the many types of assets that may appear in any estate plan along with their unique legal and tax consequences and what happens when one fails to consider the intricacies of each type of asset.

Even if you have the best, most up-to-date estate planning documents consistent with your wishes, your plan will likely fail without proper asset alignment. Understand how important the correct titling of assets, financial accounts and beneficiary designations are to the success of your plan.