『What Happens When an Estate Plan Is Never Updated?』のカバーアート

What Happens When an Estate Plan Is Never Updated?

What Happens When an Estate Plan Is Never Updated?

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概要
 In episode 11, we examine what can happen when an estate plan is created but never updated as a client's life changes. An estate plan may remain legally valid while no longer reflecting the client's current family, finances, assets, relationships, health, or goals. The episode explores common reasons an estate plan should be reviewed, including marriage, divorce, births and deaths in the family, changes in wealth, business ownership, health and incapacity concerns, relocation, changing beneficiary circumstances, and the acquisition of new assets. The goal is not to encourage unnecessary changes to an estate plan, but to make sure the plan continues to reflect the client's current circumstances and intentions. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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