Season 1 · Episode 7
When To Update An Estate Plan
The Practical Planner · wealth.com
January 9, 202423m 6sExplicit
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Show Notes
A fully optimized Estate Plan changes in tandem with life circumstances changing.
In this episode of The Practical Planner hosts Anne Rhodes & Thomas Kopelman dive into:
The life events that should prompt Estate Plan updates.
Why those specific events impact Estate Plan functionality.
Contextual examples regarding these life events that will help advisors better understand the necessity of ongoing Estate Plan updates.
How establishing a regular cadence for Estate Plan reviews can fit into the flow of a client’s overall planning.
Find other episodes of The Practical Planner at wealth.com/podcast