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Walter Morris quoted in Morningstar on issues with A/B estate plans

Walter Morris quoted in Morningstar on issues with A/B estate plans

Walter Morris, member of the Firm's Trusts, Estates & Personal Planning Service Team, was recently quoted in a Morningstar article on the new tax landscape for A/B estate plans.  The article, "Is Your Estate Plan Obsolete?" discusses how A/B plans work and suggests different options to consider for estate planning.

Please click here to view the full article.