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Tag Archives: advance planning

Timing

The Best Time To Create An Estate Plan Is When You Don’t Need It

By Jeffrey R. Gottlieb |

I recently had a few different people ask me the following: “Jeff, when is the best time to create an estate plan?” My inclination was to explain common triggers for creating (or updating) an estate plan — things like marriage or divorce, birth of a child or receiving an inheritance. But after looking at… Read More »