EST043.doc
This article focuses on seven life events that require your clients to review important planning issues.
The busier we get the more we tend to put off the important things. Often the last thing we want to think about is our will or other estate planning issues. Living life always seems to get in the way! Sometimes that’s not our fault, especially if there has been a crisis or major change in our lives. The irony is that’s exactly when these issues should take a higher priority.
If you have experienced any of the following it’s time to act.
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