Mistakes to Avoid in your Trust #4 - Failing to Update
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In this episode we discuss reasons why you need to stay on top of the updating of your trust once it's been set up.
We referenced a couple of articles on our website about updating. Here are the links:
- Which life events require an estate plan update. https://plansthatwork.net/which-life-events-require-an-estate-plan-update/
- When should you update your estate plan? https://plansthatwork.net/when-should-you-update-your-estate-plan/
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact
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