Tinkering With Your Estate Plan

After you’ve signed your will, trust (if any), and powers of attorney — just stop tinkering, would you? Don’t keep modifying your beneficiary designations, or writing on the documents, or putting property in joint names. Want to discuss changes, and how to make them? Come back and see us. But don’t tinker.

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This episode was published on May 28, 2023.

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