1. Marriage

2. First child

3. Second child

4. Divorce/Separation

5. Remarriage

6. Grandchildren

7. Relocation to a different state

8. Accumulation of sufficient assets (including life insurance) to create potential estate tax issues

9. Disability of spouse

10. Death of spouse or other beneficiary

11. Business succession planning

12. Charitable bequests

13. Death or disability or other change in circumstances of a named fiduciary (Executor, Trustee, Guardian) in your will

 
 
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