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Reasons to Update Your Estate Plan

By The Wise Investor Group

Simon notes how some investors spend more time worrying about mildly impactful issues like individual stock holdings but neglect estate planning mistakes that can have major negative implications. He details some reasons why an estate plan may be out of date and needing of a refresh. He also discusses how financial headlines serve more to distract than educate. He gives a few examples and how little value they provide.

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