Mailbag: Big Changes Coming—Should You Wait To Make Future Plans?
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Show Notes
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Thinking about starting your estate plan but holding off because you might buy a business, inherit money, or move across the country? According to Nick, waiting is a mistake, and he’s got a great analogy to explain why. In this episode, he walks through what to do when you know big life changes are on the horizon.
Just like you wouldn’t buy a two-seater sports car if triplets were on the way, you shouldn’t build a short-term estate plan you’ll have to throw away. But that doesn’t mean doing nothing either. Nick explains how to plan ahead intelligently by building in flexibility and “future-proofing” your documents. Waiting for life to settle down is tempting, but estate planning isn’t something you leave to chance.
Here’s some of what we discuss in this episode:
🔑 How to “future-proof” for business, inheritance, or real estate
📅 Why checkups every 3–4 years are essential
🛠️ Add flexibility now, amend later
🤝 Communication with your attorney
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