Are your estate planning documents collecting dust? Many people who take the time to create a detailed estate plan fail to follow up on a regular basis to reflect changes in their family situation or asset portfolios, relocations across state lines and new tax laws. Estate planning is an ongoing chore even for people with estates valued below the temporarily expanded unified estate and gift tax exemption.
The CBD Blog
Find peer advice, partner insights, and industry updates – all here in the CBD blog, ‘At The Helm’! With contributions from our entire team, we blog about the things that interest you.