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November 2015 Archives

Keeping family discussions about estate planning from going off the rails

Important things often require great care. Take discussions with the family about estate planning issues for instance. Talking with one's family about one's estate plan can be a very important thing. It can help create clear expectations within a person's family regarding what will happen asset-wise when the person passes away. It can also help bring potential issues and concerns regarding such matters within a family to the front early, thus giving a family a chance to properly address them. These sorts of things may be able to help things go easier for a person's family during the probate process after the person has passed away. 

Changes in wills for changes in life

Life can be full of changes. These changes can impact all sorts of things for an individual, including their priorities, their goals for the future and their family situation. Thus, a person's desires for what they want their estate plan to do won't necessarily be static; they could shift over time.


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