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Content provided by Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Ensuring Your Estate Plan Stays Current: Expert Advice on Updating Legal Documents
Manage episode 432939564 series 2286021
Content provided by Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Are your estate planning documents up to date? Join Jane Deere-Wester from McIntyre Elder Law and her colleague Jordan Bentley as they uncover the essentials of maintaining and updating your estate plan. Through their engaging discussion, they highlight the importance of revisiting your documents regularly to reflect significant life changes such as marriages, divorces, births, property transactions, and changes in health. Get ready to learn how an annual review can ensure your estate plan remains relevant, and understand the flexibility you have to amend your estate plan at any time. This episode promises practical advice on how to keep your estate planning documents current and effective.
Discover the nuances of updating your will or trust, including when to opt for a codicil versus drafting a new will entirely. Jane and Jordan provide clear steps on executing these changes properly to avoid legal pitfalls down the road. They also delve into the practical aspects of revising trustees or beneficiaries and managing real property across state lines. With the help of an attorney, you can ensure your documents align with your current wishes, giving you peace of mind. Don’t miss out on valuable tips for handling your estate planning needs—visit McIntyre Elder Law's offices in Hendersonville, Shelby, and Charlotte, or explore their resources at www.mcelderlaw.com.
Discover the nuances of updating your will or trust, including when to opt for a codicil versus drafting a new will entirely. Jane and Jordan provide clear steps on executing these changes properly to avoid legal pitfalls down the road. They also delve into the practical aspects of revising trustees or beneficiaries and managing real property across state lines. With the help of an attorney, you can ensure your documents align with your current wishes, giving you peace of mind. Don’t miss out on valuable tips for handling your estate planning needs—visit McIntyre Elder Law's offices in Hendersonville, Shelby, and Charlotte, or explore their resources at www.mcelderlaw.com.
Chapters
1. Updating Estate Planning Documents Advice (00:00:00)
2. Updating and Amending Legal Documents (00:04:56)
3. Peace of Mind Document Update Consultation (00:17:15)
576 episodes
Share
Manage episode 432939564 series 2286021
Content provided by Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Are your estate planning documents up to date? Join Jane Deere-Wester from McIntyre Elder Law and her colleague Jordan Bentley as they uncover the essentials of maintaining and updating your estate plan. Through their engaging discussion, they highlight the importance of revisiting your documents regularly to reflect significant life changes such as marriages, divorces, births, property transactions, and changes in health. Get ready to learn how an annual review can ensure your estate plan remains relevant, and understand the flexibility you have to amend your estate plan at any time. This episode promises practical advice on how to keep your estate planning documents current and effective.
Discover the nuances of updating your will or trust, including when to opt for a codicil versus drafting a new will entirely. Jane and Jordan provide clear steps on executing these changes properly to avoid legal pitfalls down the road. They also delve into the practical aspects of revising trustees or beneficiaries and managing real property across state lines. With the help of an attorney, you can ensure your documents align with your current wishes, giving you peace of mind. Don’t miss out on valuable tips for handling your estate planning needs—visit McIntyre Elder Law's offices in Hendersonville, Shelby, and Charlotte, or explore their resources at www.mcelderlaw.com.
Discover the nuances of updating your will or trust, including when to opt for a codicil versus drafting a new will entirely. Jane and Jordan provide clear steps on executing these changes properly to avoid legal pitfalls down the road. They also delve into the practical aspects of revising trustees or beneficiaries and managing real property across state lines. With the help of an attorney, you can ensure your documents align with your current wishes, giving you peace of mind. Don’t miss out on valuable tips for handling your estate planning needs—visit McIntyre Elder Law's offices in Hendersonville, Shelby, and Charlotte, or explore their resources at www.mcelderlaw.com.
Chapters
1. Updating Estate Planning Documents Advice (00:00:00)
2. Updating and Amending Legal Documents (00:04:56)
3. Peace of Mind Document Update Consultation (00:17:15)
576 episodes
All episodes
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Similar to Elder Law Report
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
Hosted by former Marvel entertainment lawyer Paul Sarker and entertainment enthusiast Mesh Lakhani, Better Call Paul will delve into the business and legal issues at play behind the glitz and glam. This show takes you beyond the catchy headlines to find out what’s really at play behind the scenes and gives you an introduction to the business side of show business.
…
continue reading
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…
continue reading
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…
continue reading
An independent podcast examining what the U.S. Congress is doing with our money and in our names. www.congressionaldish.com Follow @JenBriney on Twitter
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continue reading
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continue reading
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continue reading
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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