Foley & Lardner LLP associate Kass Longie commented in the State Bar of Wisconsin’s Inside Track Weekly article, “Planning Ahead: The Importance of Revisiting Estate Plans.”
Longie shared insight on an array of estate planning cases, emphasizing that estate planning is not a one-time task, and clients must consider how life changes – such as family dynamics, financial shifts, and even health issues – impact their plans.
“A major life event is a great opportunity to look at the documents, at least,” Longie added.
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