The Myths and Fables of Estate Planning

by Katherine Ohlandt
Farella Braun + Martel LLP
San Francisco Office

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February 1, 2008

Previously published by AICPA Wealth Management Insider on January 18, 2007

It's the beginning of a new year. Your clients are calling to set appointments for their annual income tax reviews. During those annual meetings, you may ask your clients: Do you have an estate plan in place? You may be surprised at some of the responses you will hear.

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The views expressed in this article are solely the views of the author and not Martindale-Hubbell. This article is intended for informational purposes only and is not legal advice or a substitute for consultation with a licensed legal professional in a particular case or circumstance.

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The Myths and Fables of Estate Planning

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