Selected Estate Planning Cases and the Lessons They Taught Us

There are no do-overs after a client’s death, so effective communication is critical

By

George Urist, CFP®, and Courtney Arria, CFP®

October 2023

George Urist, CFP^®
President, Urist Financial and Retirement Planning, Inc.
www.linkedin.com/in/georgeurist/

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September 2023

By

Timothy M. Todd, Ph.D.; Stuart Heckman, Ph.D.; and Maurice MacDonald, Ph.D.

October 2023

By

Dani Fava

October 2023

By

Michael Kothakota, Ph.D., CFP®, and Sonya Lutter, Ph.D., CFP®, LMFT

October 2023