))
The Need for Continuous Estate Planning
Manage episode 395334081 series 3503593
Content provided by Esquire Group LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Esquire Group LLC 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.
Dive into an episode where I uncover "The Need for Continuous Estate Planning." Rather than adopting a 'set it and forget it' mentality, I will highlight the dynamic nature of life and the necessity for your estate plan to evolve accordingly. From navigating changing jurisdictions and tax implications to addressing shifts in family dynamics, the failure to update your estate plan can lead to unintended consequences. I am emphasizing the proactive approach, encouraging you to review and update your plan annually to align with your evolving life circumstances. Tune in for valuable insights into preserving your estate, avoiding unnecessary taxes and legal fees.
51 episodes
Share
