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by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel

The truth is effective, strategic estate planning solutions are the result of a very personal process. And in today’s post-ATRA environment, the business of estate planning is more personal than ever before. Learn more about how to capture and document your client's needs and wishes to build an effective, comprehensive estate plan.

Please complete the form below to download this WealthCounsel Insight Brief to learn more.