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Married Estate Planning Case Study

Posted on by admin Posted in Elder Law, Estate Planning, Legal, Legal Articles, Special Needs

Sometimes it is helpful to understand estate planning techniques in the form of a case study. Let’s take a hypothetical situation of a married couple of Jim and Jane Smith.  Jim is 72 and Jane is 68.  Both are retired…

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Married Estate Planning Case Study

Posted on by admin Posted in Elder Law, Estate Planning, Legal, Legal Articles, Special Needs

Sometimes it is helpful to understand estate planning techniques in the form of a case study. Let’s take a hypothetical situation of a married couple of Jim and Jane Smith.  Jim is 72 and Jane is 68.  Both are retired…

Read more ›

Tagged with: , , , , ,
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