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Estate Plans Need Routine Maintenance

Getting your estate plan in place is a big accomplishment and an even bigger relief. However, don’t just place your documents on the shelf and mentally check them off your list. As this article outlines, one of the biggest mistakes people make with their estate plan is failing to keep things up to date. Set an annual appointment with yourself to review your estate plan and make any needed updates and adjustments.

Avoiding 7 Deadly Estate Planning Mistakes


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