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Estate plans require updating

With less than ten weeks until the end of the year, keeping your estate plan updated is an important task one should do before 2023, according to one Sturgeon Bay estate planner. Attorney Bob Ross of Ross Estate Planning in Sturgeon Bay says reviewing and updating one's estate plan should also be done when changes occur in your family. He says one should take note of life-changing events that may affect their estates.

 

 

Ross says people may want to change their advance financial and healthcare directives and take advantage of charitable contributions for tax purposes before the New Year.

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