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.
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- Navigating Louisiana's Estate Planning Landscape
- Creating Liquidity at Death
- Capital Gains vs Estate Tax Planning
- Trust Distributions
- Corporate Trustees with Special Guest, Christopher Holtby
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