When To Update An Estate Plan

A fully optimized Estate Plan changes in tandem with life circumstances changing.

In this episode of The Practical Planner hosts Anne Rhodes & Thomas Kopelman dive into:

• The life events that should prompt Estate Plan updates.
• Why those specific events impact Estate Plan functionality.
• Contextual examples regarding these life events that will help advisors better understand the necessity of ongoing Estate Plan updates.
• How establishing a regular cadence for Estate Plan reviews can fit into the flow of a client’s overall planning.

Watch below or listen and subscribe on Apple Podcasts or Spotify.