November 2011 issue of Wealth Management Insider, Patricia discusses how people
are often hesitant to discuss the issue of estate planning, because it involves
“facing death.” And those who do end up creating an estate plan make some
common mistakes, such as:
As laws change, families grow and age, health
changes occur, and tax laws change, it is important to work with clients, guide
them through these changes, encourage them to keep their plan updated, and make
sure that the process is not so complex or cost-prohibitive that they avoid moving
on to the next phase of their planning.
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