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The Estate Plan Audit: Addressing Changes in Assets, Relationships and Taxes
Manage episode 366672713 series 3434332
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In an ever-evolving landscape, it's crucial to audit an estate plan and ensure it keeps pace with your life. On this episode, Partners Erin Nicholls and Michael Clear dive into the importance of revisiting your estate plan, examining the impact of changes in asset levels, evolving inter-personal relationships, relocating to a new state, and changes tax laws. They provide valuable insight into conducting a successful estate plan audit, equipping you with the knowledge and tools to safeguard your legacy.
Be sure to tune in and reach out to your Wiggin and Dana Private Client Services attorney to conduct an estate plan audit.
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