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quick tax tip
with art werner
so, ladies and gentlemen, what does post-mortem mean? you know, it means after death.
so, how can you do an estate plan after a person dies?
believe it or not, there are a lot of opportunities, and post-mortem estate planning, in my opinion, is the fine-tuning of an estate plan after the person dies. can we connect some dots? can we make some changes? can we push the plan in a direction that wasn’t intended initially? maybe the tax laws changed, or maybe the needs of a client changed? can we create a better result?