Estate planning can feel intimidating, even for people who are otherwise organized and financially savvy. Sometimes the hardest part is knowing what not to include. This article does a great job highlighting the common pitfalls — the outdated documents, the accidental oversights, the things people assume are covered when they’re not.
Even if you’ve already created your plan, it’s a good reminder that these documents aren’t “set it and forget it.” Life changes — and our estate plans need to reflect that.
This piece is a helpful refresher for anyone updating their paperwork or starting from scratch. A few small adjustments today can save your family major headaches later.
— Marilyn
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