On this episode:
Very few things in life last forever. Cars break down, cell phones become out of date, food goes bad, even a good bourbon can spoil if you don’t store it properly.
Sadly, many people look at estate planning as a one-time activity (set it and forget it). While your estate plan might technically not have an expiration date, there are many times when it could end up “going bad” if not properly updated.
In this episode, Victor will take you through a few of the common scenarios that necessitate a meeting with your attorney to make sure everything is accounted for.
Specific learning points:
- People often ask how often they need to update their estate plan. (0:56)
- What pieces of your estate plan need attention if you decide to move to another state? (2:10)
- As your assets have changed, migrated or grown over the years, we’ll incorporate all of them into planning. (5:16)
- What steps should you take as your family changes? (7:57)
- How often is the law changing around estate planning? (10:28)
Are You Paying Too Much In Taxes In Retirement? Click here to download the free guide
Click here to claim your FREE Elder Law Guide
Also available on Spotify, Apple Podcasts, Stitcher & Google Podcasts
Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Leave a Reply
You must be logged in to post a comment.