Day: February 1, 2019


Involved in the Estate Planning Process? Keep These Dos and Don’ts in Mind

The top three reasons that clients engage in estate planning are to 1. avoid probate (59%), 2. minimize discord among beneficiaries (57%), and 3. protect children from mismanaging their inheritances (39%). But there are plenty of reasons to involve yourself in the process and re-evaluate your estate plan. However, whether you’re starting from scratch or […]

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