- Involve your family to avoid future disputes. Many people find it difficult to talk to their children or other beneficiaries about estate planning issues. However, engaging in an honest discussion at the appropriate time about your plans can help avoid misunderstandings that lead to costly disputes. 10. Estate planning is not a rotisserie cooker – you can’t just ‘set it and forget it’. Life is full of changes. Review your Will and estate plan periodically to be sure they continue to reflect reality and achieve your goals. If they don’t, the time has come to seek advice and update your plan.
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