Morgan Solomon · The Money Puzzle · Death, taxes, and the inevitability of an inheritance tax
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advise clients to review wills that are more than ten years old because they are out of currency
more than 10 years old
“Pull the will out of the bottom drawer, have a read and ask yourself, is there anything in there which is old hat or new? Do I need to have a bit of a think around where my assets are going? That, by the way, is useful for everyone with a will which is more than five years old.”
“For my clients, we review twice a year. It's part of what they're buying into. They're buying into a, I would almost call it a subscription.”
“A check-in text to your friend will take you ten seconds. A catch-up call will take you about ten minutes. A meet-up will take just one hour out of your week.”
“23-year-old Liu Yan Yan is available to pick up test results, give advice on booking a specialist, and will accompany her often young clients on a doctor visit.”
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