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Don’t Let Client’s Overlook These Key Estate Planning Issues

Making decisions when faced with a difficult situation is not an effective estate planning strategy.  Encourage clients to plan before a stressful life change occurs.  It is important to help them set up health care proxies, consider nominating guardians or conservators, and revise estate plans when they make changes to their wills or trust.  Patricia M. Annino, from Estate Planning practice at Prince Lobel ...

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