Pre-Mortem Will Validation
Casey Stengel, the legendary baseball manager, famously observed “never make predictions, especially about the future.”1 In the context of estate planning, his words ring particularly true. How many will contests take place after the estate planner has assured the client that the planning is good, and the client can rest (in peace) knowing that their assets will be distributed in accordance with their wishes?
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Originally posted on: https://www.wealthmanagement.com/high-net-worth/pre-mortem-will-validation