Paul Gaudio, Wealth Planning Strategist at Bryn Mawr Trust’s Princeton-based Wealth Specialty office, spoke to U.S. News & World Report about the scenarios that should prompt investors to revisit their wills. Paul suggested that significant life events and changes to the tax laws are two catalysts that may require updates to inheritance documents.
To read the article, you may access U.S. News & World Report’s website here.
