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Secrecy

Is Secrecy Wise in Estate Planning?

POSTED ON: March 21, 2023 BY: Kyle Krull
Secrecy is not the best policy when it comes to estate planning. Secrets are generally considered problematic for relationships. Exceptions include surprise parties and confidentiality within a therapeutic relationship or the attorney-client privilege. Typically, estate planning is not one of these exceptions. According to a recent Financial Advisor article titled “Family Wealth Transfers Undermined by Secrecy,” it […]
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