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Action Guide: Reviewing What You Have

If you’ve already invested in an estate plan and wonder if it’s working for you, or if you’re coming back a year or so later to review your goals and make sure your plan still fits, here are the questions you need to ask.

Image Chapter Brief A one-year review involves a refresher on what your documents say and how your assets are titled. A three-to-five year review should be more in depth and likely leads to a call to your attorney.

Annual Review

It’s unlikely you’ll have a fire, but you still change the batteries ...

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