An Estate Check Up?

Many people look at estate planning as a “one and done” item on their checklist. However, keeping a solid estate plan, especially one with a revocable living trust as the base of the plan, requires an annual check-in just to be sure the plan is up to date. More importantly, we need to make sure that all of the assets line up with the overall estate planning.

In this episode, we review the reasons for checking in annually, what items are typically covered in my law firm, and what kinds of potential changes need the documents revised and which ones don't.

Check out the YouTube video version here.

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