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Why reviewing an estate every 3-5 years is important?

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Transcript:

00:00:00 – 00:01:08

Often people have their wills done maybe when the babies were young, when the kids were young, or they just did it a long time ago. And often people will just say, “Okay, I did it. Done. Set it and forget it.” type of thing. But estate planning, wills, trusts are ever evolving. I’m a big fan of reviewing it. I call it like a a tweaking or a you know, like a tuneup. When you have a car, make sure you look at it every 3 to five years. your life has changed, whether it’s family situations or asset situations, maybe

00:00:34 – 00:00:58

you bought new things. Very important to review it so we can always have the most recent wishes of yours when the time comes and you pass away.

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Bott & Associates, Ltd.

Illinois Estate Planning Services


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Phone: (847) 818-9084

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