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Part Two: And so this Happened...

Joan's Story a Cautionary Tale

And so this happened: Joan's Story...

Joan and Bob retired in their 60s.
They had no children or known relatives.
They dutifully did their estate planning.
Bob passed away 5 years later.
Joan did not update the plan.
10 years later, Joan was diagnosed with dementia.
When her plan was discovered, Bob, her deceased husband was her first choice to look after her …

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