Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Thursday, November 15, 2007
Tactical Estate Planning?
Today's office-humor cartoon from The New Yorker shows a young family at home. Dad has answered the phone and now turns to his wife:
"They say we can go there for Thanksgiving or they can cut us out of the will. Our choice."
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