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Estate Plan Maintenance

Estate Planning is not an event -- it is a process. Like most everything in life, your Estate Plan needs to be kept current to ensure that your wishes are carried out.

A regular on-going review program can provide the peace of mind that your desires will be reflected in your Estate Plan and will be effective when needed.

You can avoid reviewing your Estate Plan because it is not at the top of your to-do list but your hard work may not provide the results you were looking to achieve.