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Is your estate plan up to date?

April 8, 2017

As we enter the new year it’s a good time to reflect on major life changes that may have occurred for you and your family during the past year.

Changes like; a marriage, birth of a child, death of a family member, a change in health status, divorce, change of jobs, caring for a special needs child, entering retirement, charitable giving decisions, selling of a primary residence or investment property. Any one of these events could trigger the need to revise your estate plan by making adjustments to your will or creating an amendment to your trust or reassigning beneficiary(s); both primary and contingent.

Here are five considerations to see if you have any estate housekeeping to do…

From → Finance

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