The COVID-19 pandemic sparked a surge in estate planning, but many of those plans were created quickly or haven't been reviewed since. In this episode, we're discussing why simply having an estate plan isn't the same as having one that actually works for your life.

Sources:

https://www.caring.com/resources/wills-survey

Disclosure:

The views shared in this episode do not serve as professional advice. If you're seeking financial guidance, please consult with a financial expert.