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Overlooked or Underappreciated Reasons for Estate Planning

Janice A. Forgays explores reasons beyond the typical ones as to why a client should engage in estate planning.

Common reasons given for estate planning include: to avoid probate; to address taxes; to provide for spouse and family; and to preserve family businesses. Let’s explore important additional reasons, ordinarily left unaddressed, why estate planning is so important. These subjects often serve as substantial planning motivators for our clients, but aren’t found on client planning questionnaires and are frequently absent from the planning discussions and documents.


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