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The Estate Planner, September/October 2024

Moving to another state? Revisit your estate plan – If you recently relocated to a new state – or you’re planning such a move – it’s a good idea to review and update your estate plan. You won’t have to throw out your existing plan...

Tread Carefully with Specific Bequests

Even those individuals who have not yet created an Estate Plan have certain goals in mind regarding their legacy. They may have had conversations with their loved ones regarding what they want to happen, including discussing detailed disposition of their assets upon...