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.
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
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