Millennials Need Estate Plans: br> The 3 Must‑Do’s
Jan 14, 2019
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By Debra Taylor, CPA/PFS, JD, CDFA
Being under 40 is no reason to neglect setting up an estate plan. Establishing your wishes for an extreme situation—even if it does not involve death or lots of assets—will spare loved ones much confusion and angst at an already trying time. Help clients get themselves prepared.