Estate Plan Revise? 5 Key Questions

Many people believe that once they have their estate plans prepared, they're done with estate planning forever. Unfortunately, this is rarely the case.

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Comments (1)
An extremely sensible article and a must-read for everybody involved in estate planning including the client. The financial advisor would do well to remind a client that he may wish to review his plan every 5 years. This would stand in good stead both for the client concerned as well as the financial advisor.
Posted by KIMMY B | Wednesday, January 29 2014 at 12:56PM ET
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