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ESTATE PLANS INVOLVING EQUAL BUT NOT EQUITABLE ASSETS

ESTATE PLANS INVOLVING EQUAL BUT NOT EQUITABLE ASSETS

By Cason Parker, CFP®

Original Article Published in GPSOLO, Volume 39, Number 6, NOV/DEC 2022

Here is an excellent article reprinted with permission of author Cason Parker, Certified Financial Planner, considering equality for heirs in estate planning. This is especially important for business owners. Please contact us with questions or for assistance with business succession planning.

© 2022 by the American Bar Association

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