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Elder law attorney Patrick Kelleher from elderlawcare.com addresses how to amend an estate plan, including wills, trusts, and disability planning. He identifies three primary reasons for making amendments, referred to as the "three Ls in life": changes in law, such as tax code updates; changes in personal circumstances, including health, finances, and family relationships; and changes in learning within the elder law field. Kelleher emphasizes the importance of communication between clients and their attorneys, ensuring that clients are informed of legal updates and their attorneys are updated on personal changes that may affect their estate planning.
