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An outdated estate plan can create major problems for your loved ones.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
4.7
77 ratings
An outdated estate plan can create major problems for your loved ones.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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