Best Practices for Implementing Codicils & Will Amendments with Amy Braun-Bostich
In this video, Amy Braun-Bostich, CFP®, CFS®, APMA®, CLTC® discusses codicils, aka amendments to an existing will. Amy shares what they are, how to use them, the difference between codicils and memorandums, common uses, pitfalls to avoid, and why they can sometimes be tricky and lead to costly mistakes.