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Saturday, January 29, 2011

Golden Rules on your WILL

Remember that every 5 years or so, you should sit with your investment advisor or legal advisor to review the will. Even if you and/or your spouse have not changed anything, the legal, tax and investment rules and laws are always in a state of flux which will have effect either positive or negative on your last wishes.

Also, whether you travel frequently of not, you should always have one of your children or parents or trusted friends 'in the loop' and know where you keep your will(s), so that if anything happens to you, at least (that) someone will know where to look.

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