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Regulation

Hazards With Engaging Heirs Too Quickly: How Proactive Estate Settlement Can Disrupt Disclaimers By Triggering (Early) Acceptance

By David Haughton · Kitces.com ·

Image: Kitces.com

When a client sadly passes away, financial advisors often leap into action. In part it’s simply to provide good service and support to a grieving family. In many cases, there’s also a business interest to engage with next generation heirs and establish or deepen a relationship, in the hopes of continuing to serve the…

Summary as published by Kitces.com
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