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The Wealth Counselor

Time to Brush Up on Your Estate Planning Etiquette

Important Probate Rules You Should Know

While probate rules can vary by state, there are some important ones that you should be aware of should you need to wind up a loved one's affairs.

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Infusing the Principles of Etiquette Into Your Estate Plan

In honor of May being National Etiquette Month, the following are some ways that you can bolster your estate plan by incorporating the key elements of etiquette.

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Have You Outgrown Your Estate Plan?

Estate plans remain effective as long as they accurately reflect a client's circumstances and current state and federal tax law. However, circumstances often change. So, too, should your estate plan.

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This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.