Tax & Estate Planning Knowledge Circle: Avoiding the Avoidable: Preventing Future Disputes in Estate Planning
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In this presentation, we delve into key strategies for preempting will contests and identifying critical red flags in estate planning. We'll emphasize how to identify and address common mistakes and highlight further considerations to be addressed during the planning phase, ensuring a thorough and conflict-free estate transition.
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Tax & Estate Planning Knowledge Circle: Avoiding the Avoidable: Preventing Future Disputes in Estate Planning
04/16/2024 at 12:00 PM (MDT) | 60 minutes
04/16/2024 at 12:00 PM (MDT) | 60 minutes
In this presentation, we delve into key strategies for preempting will contests and identifying critical red flags in estate planning. We'll emphasize how to identify and address common mistakes and highlight further considerations to be addressed during the planning phase, ensuring a thorough and conflict-free estate transition.
