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Keep your documents up-to-date!

I am beginning to think this may be a theme I ought to address on a regular basis: As widowhood and remarriage, divorce and remarriage, blended families, cohabitation, common-law marriage, and other family and near-family relational structures become more common, I grieve for the poor judges who must make increasingly complex decisions for families whose inheritance-grantors have failed to create estate plan documents . . . or, having made such documents, have failed to keep them current.

You need to review your estate and legacy plan documents. Regularly.

I told the story of Ernest Samuelson, two months ago.

Now Stan Rule tells the story of the Sikora family: Read the rest of this entry »

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