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The Estate Plan Audit: Addressing Changes in Assets, Relationships and Taxes
Manage episode 366672713 series 3434332
Sisällön tarjoaa Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear. Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
In an ever-evolving landscape, it's crucial to audit an estate plan and ensure it keeps pace with your life. On this episode, Partners Erin Nicholls and Michael Clear dive into the importance of revisiting your estate plan, examining the impact of changes in asset levels, evolving inter-personal relationships, relocating to a new state, and changes tax laws. They provide valuable insight into conducting a successful estate plan audit, equipping you with the knowledge and tools to safeguard your legacy.
Be sure to tune in and reach out to your Wiggin and Dana Private Client Services attorney to conduct an estate plan audit.
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