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The Most Important Estate Planning Step Nobody Ever Does – The Family Meeting
When people think about estate planning, they usually think about writing a Will. Some people also think about Lasting Powers of Attorney. A few think about inheritance tax planning. Almost nobody thinks about having a family meeting. And yet, in my experience, the biggest problems after someone dies are not caused by tax, legal documents or paperwork. They are caused by surprises, misunderstandings, and family members who all thought something different was going to happen.
Colin Barrett
Apr 23 min read
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