Estate Planning Resolutions: The Benefits of Reviewing Your Estate Plan Annually
37 Minuten
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vor 4 Jahren
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Associate Attorney, Triston Dallas, joins us to discuss why it’s
important to reevaluate your estate plan annually.
2020 has been an unusual year specifically, with many families
experiencing sudden changes, whether it’s a loss of family
member, a business, a retirement nest egg, or a home.
Alternatively, some individuals have gained a family member, a
home, a business, or a change in life trajectory.
Whether you’ve experienced negative or positive changes this past
year, the importance of reviewing your estate plan to ensure that
it’s still operating as you intended with appropriate funding and
plans in place cannot be overstated.
Listen to our podcast to learn about which areas of your estate
plan are especially important to review annually, and how you can
take steps to ensure that your assets and family are taken care
of and in good hands.
To learn more about how Landerholm Family Law and Pacific Cascade
can help you with your estate plan, call our office at (503)
227-0200 or visit our website at www.landerholmlaw.com or
www.pacificcascadefamilylaw.com
Disclaimer: Nothing in this communication is intended to provide
legal advice, therefore you should not interpret the contents as
such.
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