265: The Ultimate Checklist for Updating Your Estate Plan

In the ever-evolving landscape of personal and financial circumstances, regularly updating your estate plan cannot be overstated.

In this episode of Parenting Impossible, I talk about why it’s so important to keep your estate plan up to date. Life happens—families change, finances shift, and you might buy a new property or start a business in another state. That’s why I recommend reviewing your plan every year and doing a deeper dive every three years, or whenever a big life event happens. From my own experience, I’ve seen how essential it is to adapt your plan so it truly reflects where you are in life. Working with the right attorney can help you address things like creditor issues and make sure your loved ones are taken care of, especially if you’re managing unique needs or navigating state-specific rules. Estate planning might not sound exciting, but it’s all about protecting the people and things that matter most to you.

 

In this episode, you will hear:

• Why it is important to regularly review and update estate plans.

• Key considerations when preserving assets for disabled beneficiaries.

• Why it is important to regularly update beneficiary designations.

• When estate plans should be revised when relocating to another state.
  
  

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