March 23, 2018

When we sit down to discuss someone’s estate planning, the questions we ask are quite simple: What do you have? Where do you want it to go? Who do you want to manage your affairs after you’ve passed away?

As part of these discussions, we often talk about:

  • Assets – What assets comprise your estate and what are these assets worth? Is there real estate or a business involved? Are there estate tax concerns?

  • Children and oth...

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