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Follow Santa’s lead and check your list twice.


Like any important list, your estate plan needs reviewing — at least every two or three years. Of course, several factors would prompt additional review, such as:

  • Marital status change
  • Birth, adoption, or death in the family
  • Move in residence
  • Property acquisition

Another list to review includes the types of assets you can use to create a meaningful estate plan. Click here to learn more.