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Cultural Perspectives on End-of-Life Planning: Traditions, Taboos, and Practical Considerations

The United States is an ever-changing cultural landscape. As a nation of immigrants, we are a complex patchwork of individuals from diverse backgrounds, each bringing distinct ethnic, cultural and religious beliefs. Estate...more

Not Discussing Collections with Heirs

A collection may hold deep personal significance for a client but may not carry the same sentimental or financial value for their heirs. It is essential to encourage clients to have open conversations with their heirs, as...more

Not Maintaining an Up-to-Date Inventory of Art and Collectibles for Estate Planning

A well-organized inventory is essential for effectively managing and planning the distribution of collectibles, including art. Clients may struggle to track their assets without an inventory, making future distribution and...more

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