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The Estate Plan Audit: Addressing Changes in Assets, Relationships and Taxes
Manage episode 366672713 series 3434332
İçerik Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In an ever-evolving landscape, it's crucial to audit an estate plan and ensure it keeps pace with your life. On this episode, Partners Erin Nicholls and Michael Clear dive into the importance of revisiting your estate plan, examining the impact of changes in asset levels, evolving inter-personal relationships, relocating to a new state, and changes tax laws. They provide valuable insight into conducting a successful estate plan audit, equipping you with the knowledge and tools to safeguard your legacy.
Be sure to tune in and reach out to your Wiggin and Dana Private Client Services attorney to conduct an estate plan audit.
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