Jane* (not her real name) is 54 and remarried several years ago. She and her second husband had wills drawn up soon after getting married. They both wanted their biological children from their prior marriages to inherit their assets. Once Jane became our client, we performed a financial plan and reviewed their estate planning documents.
We discovered that their wills, as written, could have disinherited their biological grandchildren. We also pointed out that her life insurance policies had different beneficiaries than she realized. Jane and her husband hired a different attorney to update their wills. They now have estate documents that reflect their wishes.
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