Estate Planning Flags #16: Documents Prepared in Another State

Thompson & Associates

English - September 19, 2019 00:00 - 13 minutes - 20.1 MB - ★★★★★ - 4 ratings
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In this episode, Cayce and Bill discuss:
• How states handle estate planning documents executed in another state.
• What happens if documents are prepared in another state.
• What should we do to prepare ourselves to identify these issues and help our donors avoid problems?