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Investment/Estate Planning

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ARTICLES

Retzner: Estate planning second step is more important than first

Most clients, and indeed more than a few attorneys, believe that once step one is completed, so is the client’s estate planning. The file is closed and, maybe a reminder to check back with the client in a few years for any updates. Maybe there is correspondence discussing “step two,” but in too many cases nothing is done. Step two, however, is by far the most important part of the estate planning process.
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