PLAY PODCASTS
Why Keeping Your Estate Plan Updated Is Crucial

Why Keeping Your Estate Plan Updated Is Crucial

Passing It On: Estate Planning for Families · Michael Pevney

April 21, 20252m 40s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

An outdated estate plan can create major problems for your loved ones. In this episode, I explain why regularly reviewing and updating your will, trust, and beneficiary designations is essential — especially after major life events like marriage, divorce, or the birth of a child

Learn how keeping your estate plan current ensures your assets are protected and distributed according to your wishes.

California residents: Stay prepared with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.

#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty