Planning for When the Circle of Life Begins to Close
American Bankers Association
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Tom Abendroth will present the final session in the 2022 series on the changing nature of estate plans on November 3, 2022.
Tom and his co-host will focus on important issues to address with older clients, including providing for grandchildren, dealing with special “legacy assets” like a family vacation property, and getting one’s affairs in order to simplify post-death administration.
Additional information here.
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