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Don’t Let These Too Common Estate Planning Excuses Stand in Your Way

November 2, 2020

From the Kiplinger website

We all lead busy lives. Our children, significant others, parents, co-workers and many others place demands on our time, barely leaving us time to do the things that we want to do, much less those things that we should do.

I have spent many hours working with clients and their attorneys to construct estate planning documents that have been structured to meet a client’s needs at the time, but which are not later updated as circumstances change. I’ve also spent a significant amount of time creating estate plans in a hurry in the face of a major life event. Finally, I have assisted with a third variety of planning — plans that are proactively created, communicated to the prospective beneficiaries and periodically reviewed.

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