New Year, New Will – and Other Important Moments to Revisit Planning
Happy 2024 everyone! The start of a new year is often the impetus for individuals to revisit their estate plan.[1] While this is a worthwhile exercise, it’s important to remember that there are several other key moments that may occur at any point during a given year that should give rise to a review of an estate plan. These events or change in circumstance may not necessarily warrant a new….
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Estate Planning, Executors, Guardianship, Spouse, Trustee, Wills