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Wealth Planning

Estate Planning

See our estate planning checklist for managing a person’s estate following their passing or incapacitation.

Highlights
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A Failure to Communicate
Nov 20, 2024
When the fiduciary and the beneficiary don’t engage with each other, it can create discord that leads to litigation.
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The Two-Hatted Fiduciary
Nov 19, 2024
The definitionally conflicted world of serving as both the trustee of a company-owning trust and the company’s chief executive.
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