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π When Should You Update Your Will & Estate Plan?
π When Should You Update Your Will & Estate Plan? Life changes β and your estate plan should change with it. If youβve experienced any of the following, itβs time for a review: β
Marriage or divorce β
New child or grandchild β
Major health changes β
Buying or selling a home β
Starting or selling a business β
Inheritance or financial windfall β
Retirement β
Changes in tax or estate laws Failing to update your plan can lead to unintended beneficiaries, probate delays, unnecess
bartholflaw
Feb 241 min read
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AND MOST IMPORTANTLY....WHO KEEPS THE DOG!!!!
Very often in our immediate gratification society, we are quick to jump into just about anything because we want everything now. More...
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Jun 30, 20162 min read
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You Don't Have to Tell God the Truth.......
He already knows!!!! The only two people you absolutely need to tell the truth to are your lawyer and your doctor. Both cannot help you...
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Apr 30, 20162 min read
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Estate Planning for People with Small Children
I often encounter many people who do not have a basic estate plan done even though they have small children. Their excuses range from...
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Apr 30, 20162 min read
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I hate Christmas Decorations
I know this may sound like a crazy statement. I'm a big fan of Christmas and the other holidays in general. Here's the problem.....I...
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Mar 31, 20161 min read
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Do I need to Update My Will?????
This is a question that I hear all the time. My answer is always different. The easy answer is I don't know. The complicated answer is...
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Mar 31, 20161 min read
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When Do I need a will?????
This is a very interesting question. Many people think that at a certain age or a life event like retirement is the right time to get a...
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Mar 31, 20161 min read
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