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Essential: Regular Estate Plan Updates
Manage episode 381508653 series 3510764
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Life brings constant change. From new laws to shifting family dynamics, your estate plan needs regular check-ups to keep working smoothly. Join Attorneys Alexandra Jackson and Kristian Terison on A Will & A Way podcast as they explain why reviewing documents every 3 years (or after major life events) is essential.
Learn how outdated plans can lead to messy unintended consequences like assets going to the wrong people or unnecessary taxes. Get inside tips on updating beneficiaries, altering bequests, and when to swap old strategies for new estate planning tools. Discover what to do when original executors or trustees pass away. Don’t let your hard work go to waste.
Tune in to pick up practical pointers for keeping your estate plan current and avoiding problems down the road!
9 episoade
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