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Keeping your estate plan updated can be just as important as developing your estate plan. The chart below outlines some of the key reasons you may need to update your plan.
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Net worth changed - such as newly acquired assets or a new job. |
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Family has changed - such as having children or grandchildren |
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Changes in the tax laws. |
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Changes in your marital status. |
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Move to a different state - different states have different laws. |
The concepts contained herein are not intended to serve as advice and may have legal, tax and accounting implications. Consult your Attorney and CPA for advice.
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