Trusts & Estates

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Trusts & Estates

Advising Clients on Probate

Estate planners have a host of legal tools and planning strategies to choose from when it comes to helping clients avoid the pains of probate. However, there are pros and cons to each method that must be considered for each client's situation—what might be good for the Jones could be disastrous for the Millers. In this Insight Brief learn some popular probate avoidance strategies, along with some advice you can give to make sure your careful plans aren't foiled by your clients' actions (or inaction).


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