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What Should You Consider before Updating Your Estate Plan?

Writer's picture: Derick CoffeyDerick Coffey

Just like updating your beneficiaries, you should review your estate plan each year. Life happens, not only for yourself, but for others that are part of your estate plan. As events occur, you should ensure your estate plan will operate the way you wish.


This checklist asks many of the questions you should ask yourself each year.


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