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multi-generational estate planning

When To Consider Multi-Generational Estate Planning

Van Osdol News December 19, 2014

In estate matters, it’s a good rule of thumb to review your estate plan every three years or whenever there is a major change in your life – a marriage, a divorce, a remarriage, the birth of children, the loss of an immediate family member or a major rise or fall of assets. Creating an estate plan is a very personal matter; the estate planning …

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