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Organize 365 Podcast

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What Are People's Expectations and How Do We Document That?

Organized 365 host Lisa Kogan says she's learned a lot about contracts in the last six months. She and her husband redid their estate documents two years ago, but hadn't updated everything since their kids are both adults now. So they had to spell out how this money would be dispersed to kids who were basically 20 and 21. "I literally created like a story"

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