Sign up to save your podcasts
Or
Share Ep 76: Preparing For Your Estate Plan Review Meeting
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Ep 76: Preparing For Your Estate Plan Review Meeting
Many families (and their attorneys) treat estate planning as a one-time transaction. They “set it and forget it.” However, you are ahead of the game! You have decided to have a review meeting with your estate planning attorney to make sure your plan still works the way you intended it to work. Just like having a check up at the doctor, there are certain things you should do to prepare for the meeting.
Contact:
513-463-6789
View all episodes
By Nick Rosenbauer
4.7
4242 ratings
Many families (and their attorneys) treat estate planning as a one-time transaction. They “set it and forget it.” However, you are ahead of the game! You have decided to have a review meeting with your estate planning attorney to make sure your plan still works the way you intended it to work. Just like having a check up at the doctor, there are certain things you should do to prepare for the meeting.
Contact:
513-463-6789
More shows like Complete Estate Planning
View all
Main Street Business
591 Listeners
Sound Retirement Radio
449 Listeners
Your Money, Your Wealth
810 Listeners
Retirement Answer Man
1,319 Listeners
Retirement Starts Today
545 Listeners
The Retirement and IRA Show
760 Listeners
Stay Wealthy Retirement Podcast
681 Listeners
Small Business Tax Savings Podcast
257 Listeners
Estate Planning Strategies
48 Listeners
Ready For Retirement
833 Listeners
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
585 Listeners
Retirement Planning Education, with Andy Panko
1,068 Listeners
Retire With Style
185 Listeners
Passing It On: Estate Planning for Families
10 Listeners
Everything Estate Planning
6 Listeners