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Why Do I Need an Annual Review of my Estate Plan?

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Manage episode 459823916 series 3604000
Content provided by Idaho Estate Planning, Mark E. Wight, and Attorney - Idaho Estate Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Idaho Estate Planning, Mark E. Wight, and Attorney - Idaho Estate Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of the Senior Matters Podcast, estate planning attorney Mark E. Wight explores the critical importance of regularly reviewing your estate plan. Mark highlights why life changes such as marriages, divorces, or welcoming new family members—and legislative updates can render existing plans outdated. Do you want to disinherit a loved one accidentally? He provides actionable advice on staying informed and pro-active in protecting your legacy.

Listen now to understand why an annual estate plan review can save you and your loved ones from unexpected challenges. For additional resources or to schedule a consultation, visit IdahoEstatePlanning.com or email us at [email protected].

  continue reading

240 episodes

Artwork
iconShare
 
Manage episode 459823916 series 3604000
Content provided by Idaho Estate Planning, Mark E. Wight, and Attorney - Idaho Estate Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Idaho Estate Planning, Mark E. Wight, and Attorney - Idaho Estate Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of the Senior Matters Podcast, estate planning attorney Mark E. Wight explores the critical importance of regularly reviewing your estate plan. Mark highlights why life changes such as marriages, divorces, or welcoming new family members—and legislative updates can render existing plans outdated. Do you want to disinherit a loved one accidentally? He provides actionable advice on staying informed and pro-active in protecting your legacy.

Listen now to understand why an annual estate plan review can save you and your loved ones from unexpected challenges. For additional resources or to schedule a consultation, visit IdahoEstatePlanning.com or email us at [email protected].

  continue reading

240 episodes

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