Most people regard visiting with their estate planning attorney like a trip to the dentist. Something that’s necessary, not enjoyable, and which should be kept to the bare minimum.

The truth is that your estate plan is not a “set-it and forget-it” activity. Things change (like your people/money, and the laws, and your needs), and your estate plan should change with it. In this episode, I’m going to go over how to identify whether you should review and/or update your estate plan and the most cost-effective way of doing it.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Private Client Capital Group.

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