Considerations Before Meeting with Your Estate Planner

Posted By Jordon Rosen, CPA, MST, AEP

The coronavirus pandemic has only punctuated a point that planners have been making for years. Everyone needs an estate plan. Admittingly, the process can seem overwhelming, so we’ve broken down several items you can begin to think about prior to your first meeting with your CPA or estate planning attorney. Here’s what you need to know now.

 

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