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How Life's Curveballs Impact Your Estate Plan

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Manage episode 403583754 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.

Have you ever considered how life's pivotal moments could alter your carefully laid plans? Join me, Greg McIntyre, and the astute attorney Samantha Gordon as we navigate the complexities of updating your estate plan following life's inevitable changes, such as births, deaths, and divorces. Together, we dissect how each of these events can significantly reshape your intentions for your legacy, stressing the critical nature of ensuring your documents reflect your current circumstances.
In this thought-provoking conversation, we delve into the roles of executors and trustees, scrutinize the nuances of per stirpes versus per capita asset distribution, and underscore the importance of guardianship provisions for minor children. Samantha provides invaluable insights into the intricacies of beneficiary designations post-divorce, and we both emphasize the unpredictability of life's journey as a compelling reason to periodically review your legal affairs. If you're seeking clarity on maintaining an estate plan that aligns with your evolving life story, this dialogue offers the crucial guidance you need.

  continue reading

585 episodes

Artwork
iconShare
 
Manage episode 403583754 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.

Have you ever considered how life's pivotal moments could alter your carefully laid plans? Join me, Greg McIntyre, and the astute attorney Samantha Gordon as we navigate the complexities of updating your estate plan following life's inevitable changes, such as births, deaths, and divorces. Together, we dissect how each of these events can significantly reshape your intentions for your legacy, stressing the critical nature of ensuring your documents reflect your current circumstances.
In this thought-provoking conversation, we delve into the roles of executors and trustees, scrutinize the nuances of per stirpes versus per capita asset distribution, and underscore the importance of guardianship provisions for minor children. Samantha provides invaluable insights into the intricacies of beneficiary designations post-divorce, and we both emphasize the unpredictability of life's journey as a compelling reason to periodically review your legal affairs. If you're seeking clarity on maintaining an estate plan that aligns with your evolving life story, this dialogue offers the crucial guidance you need.

  continue reading

585 episodes

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