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What is undue influence?

It’s normal for family and friends to make suggestions or express preferences to their loved ones about their will. A child might remind their parent to include a favorite charity, or a spouse might suggest leaving a family heirloom to a specific grandchild. However,...

When should I update my estate plan?

Keeping your estate plan up to date is important to ensure your estate follows your wishes. As life changes, you may need to update your estate plan to reflect new circumstances. Knowing when to make changes helps protect your assets and loved ones. Major life events...