Selected Estate Planning Cases and the Lessons They Taught Us

There are no do-overs after a client’s death, so effective communication is critical
By
George Urist, CFP®, and Courtney Arria, CFP®

Journal of Financial Planning: October 2023


George Urist, CFP®
President, Urist Financial and Retirement Planning, Inc.
www.linkedin.com/in/georgeurist/

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Journal: October 2023

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