Elder Law Report

How Life's Curveballs Impact Your Estate Plan


Listen Later

Have you ever considered how life's pivotal moments could alter your carefully laid plans? Join me, Greg McIntyre, and the astute attorney Samantha Gordon as we navigate the complexities of updating your estate plan following life's inevitable changes, such as births, deaths, and divorces. Together, we dissect how each of these events can significantly reshape your intentions for your legacy, stressing the critical nature of ensuring your documents reflect your current circumstances.

In this thought-provoking conversation, we delve into the roles of executors and trustees, scrutinize the nuances of per stirpes versus per capita asset distribution, and underscore the importance of guardianship provisions for minor children. Samantha provides invaluable insights into the intricacies of beneficiary designations post-divorce, and we both emphasize the unpredictability of life's journey as a compelling reason to periodically review your legal affairs. If you're seeking clarity on maintaining an estate plan that aligns with your evolving life story, this dialogue offers the crucial guidance you need.

...more
View all episodesView all episodes
Download on the App Store

Elder Law ReportBy Greg McIntyre, J.D., M.B.A.

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

10 ratings


More shows like Elder Law Report

View all
Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

678 Listeners

Estate Planning Strategies by Christopher Small

Estate Planning Strategies

50 Listeners

Dallas Elder Law Attorney by Michael Cohen

Dallas Elder Law Attorney

7 Listeners

The Elder Law Coach by Todd Whatley

The Elder Law Coach

9 Listeners