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Critical End of Year Tax & Estate Planning Checklist
The Year 2020 has been extraordinary—for everything. How about your family? Has there been a death, bankruptcy, marriage, birth, divorce, or retirement that requires a change in your Living Trust or overall Estate Plan? As this unique, and often difficult year nears its end, it’s time to take a critical look: What has become irrelevant, what needs adjustment, and how can you enter 2021 fully prepared for whatever comes?

Nov 12, 2020 10:00 AM in Pacific Time (US and Canada)

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