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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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