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Category: Estate Planning

Estate Planning Shortcuts: Learn Which Ones Work Well and Which Ones Can Be Disastrous

October 31, 2025 Estate Planning

When it comes to estate planning, people take a wide range of approaches. Some do nothing to prepare. That approach is a choice that carries predetermined consequences. Other people coordinate intricate plans with estate planning attorneys, financial advisors, and tax professionals to create comprehensive plans that they revise and update […]