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Estate Planning Under Pressure: How to Uncover Hidden Risks in Client Portfolios

Nov 10, 2025 / By Debra Taylor, CPA/PFS, JD, CDFA
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Carefully crafted estate plans need stress testing. Work with your clients to examine estate plans to ensure their wishes can survive downturns, life changes, and other events that can challenge estates. Here are four key areas to examine.

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