The Practical Planner Ep. 7: When To Update An Estate Plan

1 min read
·January 10, 2024
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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.

Watch below or listen and subscribe on Apple Podcasts or Spotify.


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