Estate Planning: Don’t Set It and Forget It

March 26,2022
Hosts: Lou Pierro & Anthony Khatchoui

You have met with an attorney and prepared your will and estate plan. It may have been a week ago or maybe even a decade ago, so when would be a good time to review it?

As you go through life, there are certain obvious triggers that may prompt you to update your estate plan, such as health changes or marital status. At the same time, there are also some not so obvious situations.

On this show, attorneys Lou Pierro and Anthony Khatchoui uncover some examples of life circumstances that may prompt you to consult with your attorney. With an estate plan, you shouldn’t just set it and forget it. We cover just how often you should consider revisiting your planning to keep it up-to-date and working the way you originally intended it to.