(505) 269-0817

By Marilyn Evans

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 This article does a great job highlighting the common pitfalls — the outdated documents, the accidental oversights, the things people assume are covered when they’re not.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

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