Finding the Will: When "Simple" Strategies Fall Short

Failing to plan for today’s complexities will not make them disappear—and risks compounding them for the family members who are left behind.

Sean Sullivan, CFA
Associate Director—Wealth Strategies Group
Jennifer B. Goode
Director—Institute for Trust and Estate Planning

The views expressed herein do not constitute, and should not be considered to be, legal or tax advice. The tax rules are complicated, and their impact on a particular individual may differ depending on the individual’s specific circumstances. Please consult with your legal or tax advisor regarding your specific situation.

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