Avoid the Ultimate R.I.P.-Off

Many estate planners advise their clients to complete a useful, albeit sobering, exercise. The exercise calls for the client to assume they have died, and that their beneficiaries are gathered around the dining room table dealing with the aftermath. The point is to identify before the fact some key estate planning questions a client may need to address. They include:

• Do your heirs know the names of your attorneys, accountants, financial advisors and estate lawyers?
• Are estate planning documents current and consistent with your wishes?

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