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Big Picture Retirement®

Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join your hosts John Ross, JD and Devin Carroll, CFP® as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Jul 23, 2018

Is there any value in doing your codicil in blood?

A codicil is an amendment to a will. They can be used when there is a smaller change and it seems easier than doing a whole new will.

Is there a time and place for a codicil? Yes, if no one is going to be mad and challenge the change that you've made.If you're changing beneficiaries, or executors, and they're going to be upset, you need to do a whole new will.

For more information, visit the show notes at http://bigpictureretirement.net/082

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