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CHAPTER 18 n KEEP YOUR PLAN CURRENT
To-Do List
Keep Advisers Current
We talk to our accountants at least once a year as we do our taxes, and we communicate with investment advisers more often. In comparison, we often leave estate planning lawyers out of the loop. A 10-minute phone call to your lawyer can identify events that may be signiicant. Let your lawyer know if you:
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Have lost your spouse
Have a new child or grandchild
Have substantially more or less money than when you last did your estate plan
Have been diagnosed with a serious illness Are approaching age 702
Recently received a large inheritance or learned about one you may receive in the future
Are thinking of selling your company
Have started a promising business or made an investment that may pay off handsomely
Want to make a signiicant gift to charity
Have bought real estate or other costly assets Want to sell your home
Plan on moving to a different state
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