The Practical Planner Ep. 7: When To Update An Estate Plan
A fully optimized Estate Plan changes in tandem with life circumstances changing.
In this episode of The Practical Planner hosts Anne Rhodes & Thomas Kopelman dive into:
- The life events that should prompt Estate Plan updates.
- Why those specific events impact Estate Plan functionality.
- Contextual examples regarding these life events that will help advisors better understand the necessity of ongoing Estate Plan updates.
- How establishing a regular cadence for Estate Plan reviews can fit into the flow of a client’s overall planning.