2020 Vision – Estate Planning in a New Environment

Estate Planning documents, including Wills and Revocable Living Trusts, need to be updated from time to time given changes in a client’s personal life, asset acquirement and changes in tax laws. Although it would be nice if the documents we draft could withstand the tests of time, changes in the tax laws sometimes require us to re-evaluate the appropriateness of our client’s documents and, where necessary, make changes.

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