Updating Your Estate Plan: Why Once Isn’t Enough

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Updating Your Estate Plan: Why Once Isn’t Enough

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In episode 8, we explore why creating an estate plan is only the beginning of the planning process. Families, finances, businesses, health, and personal goals can all change over time, potentially leaving an existing plan out of step with the client's current circumstances. The episode examines common events that should trigger an estate plan review, including marriage, divorce, the birth of children or grandchildren, changes in health, death in the family, business transactions, changes in wealth, relocation, and changes involving trustees or beneficiaries. It also highlights how financial advisors can proactively identify these changes and encourage clients to review their plans before outdated documents or uncoordinated assets create problems. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861

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