Question: John does not have a will, and Lisa's has not been updated since her divorce, and this has been one of those things that their
John does not have a will, and Lisa's has not been updated since her divorce, and this has been one of those things that their busy lives has not allowed time for, but they know is important.
Discuss four important considerations (including your rationale for these clients specifically) that you should discuss as it relates to their current will and estate planning.
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