The Top Reasons to Update Your Estate Plan

About this episode

The episode discusses the importance of updating estate plans and the various triggers for doing so.

In this episode of the Practical Planner Podcast, Thomas Koppelman and Anne Rhodes discuss the critical aspects of estate planning, focusing on when and why individuals should update their estate plans. They explore various triggers for updates, including changes in family dynamics, the maturity of beneficiaries, and the importance of trust structures. The conversation emphasizes the need for regular reviews of estate plans to ensure they remain effective and aligned with the individual's current circumstances.

People in this episode

Host: Thomas Koppelman

Guest: Anne Rhodes

Topics covered

• estate planning
• family dynamics
• trust structures
• beneficiary maturity
• regular reviews

Keywords

• estate plan
• update
• family changes
• trusts
• beneficiaries

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