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Latest / The Red Wagon Estate Planning & Elder Law Show

The Beware of Series Pt. 2: I'll Fix It Later

Jeffrey Bellomo continues his "Beware of Series" by challenging more common assumptions that can derail your best intentions for estate planning. Too many of us assume that we do not need to update the documents we had drawn up years ago or that we can figure out an estate plan when the need arises. And that's why too often families are left without the flexibility they thought they had, or never knew they wanted.

By definition, planning is preparation, forethought, groundwork—it's something that you do before it's needed, because the future is not set. Think about your goals. What are your…

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