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1. Take Inventory of Your Clients’ Assets
2. DIY Wills Aren’t the Answer
3. Don’t Stop With a Will
4. Assign More Than One Trustee
5. Guardianships
6. Beware the Blended Family
7. Encourage Clients to Talk About the Future
8. Work With What You’ve Got
9. Keep Your Clients’ Plans Up to Date
10. Clients’ Trust Is Hard to Earn and Easy to Lose
11. Listen to the Experts (Even If You’re One of Them)
12. Managing Wealth is Tougher Than Amassing It
13. Identify All Potential Beneficiaries and Heirs
14. Keep Things Flexible
15. Beware Undue Influence
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16. Stay Abreast of Changes in The Law
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