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Estate Planning and Social Distancing

Estate Planning and Social Distancing

Prior to social distancing my firm’s procedure for drafting and finalizing a client’s estate plan went something like this. I met with clients a first time to gather information; then created a first draft of their documents; next I met with them again to review their documents; and lastly I met with them a third time to finalize their estate plans. If the stay-in-place order has forced you to address “what if” scenarios which were previously unthinkable. So, after you’ve…

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