Passing It On: Estate Planning for Families

Why Keeping Your Estate Plan Updated Is Crucial


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An outdated estate plan can create major problems for your loved ones. In this episode, I explain why regularly reviewing and updating your will, trust, and beneficiary designations is essential — especially after major life events like marriage, divorce, or the birth of a child

Learn how keeping your estate plan current ensures your assets are protected and distributed according to your wishes.

California residents: Stay prepared with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.

#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

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Passing It On: Estate Planning for FamiliesBy Michael Pevney

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