Planning for the Distribution of Non-financial Assets

Planning for the Distribution of Non-financial Assets

Avoid (or minimize) family disarray

Will? Updated. Advanced health care directives? In place. Insurance review? Done. Taxes and investments in good hands? Of course. Your clients’ affairs are in order. But, there’s something else still to be addressed. The couple is in their late 70s, and they live in their large family home (with all its attendant expenses). They’ve been lifelong travelers and have amassed a nice, but not museum-quality, art collection, and they have th

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