(505) 269-0817

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 This article does a great job highlighting the common pitfalls — the outdated documents, the accidental oversights, the things people assume are covered when they’re not.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

https://www.kiplinger.com/retirement/estate-planning/things-you-should-leave-out-of-your-will-according-to-experts

Contact

Phone

(505) 269-0817

Location

6565 Americas Pkwy NE, Suite 200 Albuquerque, NM 87110

2 + 9 =