10 Things Your Clients Should Do for Estate Planning

Sep 11, 2017 / By Debra Taylor, CPA/PFS, Esq.
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Everyone avoids estate planning, so we do our clients a tremendous service by prompting them to make or update their estate plan. While it might be easier for them to put it off, doing so can result in property and financial assets passing on to unintended heirs in unintentional ways.

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