Keeping Your Estate Plan Up-to-Date

By admin | October 1, 2024 | 0 Comments

Life is constantly changing, and so are our financial situations and family dynamics. That’s why it’s crucial to keep your estate plan up-to-date. Whether you’ve had children, gotten married, gone through a divorce, or acquired new assets, updating your plan is key to ensuring it reflects your current wishes. I make it a point to regularly review and update mine, so I can feel confident that everything is in place when the time comes. Just tell them: ‘I go to Bill.’

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