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Keeping Your Estate Plan Up To Date?

Posted: October 28, 2014

Many people sign their estate planning documents, file them away and forget about them.  As things change in our lives or as tax laws change, these estate planning documents may become outdated.   For example, people who are appointed for important positions, such as successor personal representatives or trustees, or as guardians, may no longer be able to serve. In some cases, provisions for children may no longer meet the children's needs or the intended desires for the estate plan.   Estate plans must be updated and maintained to stay current and relevant.

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