August 01, 2016 Feature

Your First Meeting with an Estate Planning Client

David H. Lefton

Most people don’t give much thought to the certainty of death or the possibility of disability. Consequently, it’s not surprising that a recent survey by Everplans (tinyurl.com/h432a6j) concluded that only 34 percent of Americans have created wills. This is not a surprising result, as numerous previous surveys have reached similar conclusions.

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