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Being a member of the Wealth Counsel organization gives me access to the first string across the country, and recently one of these colleagues addressed what is a concern for many of my clients. So I'm passing along his thoughts. I think you will find them, as I did,...
Americans just do not like to discuss estate planning. Supposedly 7 out of 10 of us have no plan. Of the 3 who do, what are the chances that the plan is up to date? A friend of mine, Michael Stuart, just sent me this article in the NY Times, Estate Planning as Family...
