Estate Planning Resolutions: The Benefits of Reviewing Your Estate Plan Annually

Modern Family Matters

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3y ago 36:37

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Associate Attorney, Triston Dallas, joins us to discuss why it’s important to reevaluate your estate plan annually.

2020 has been an unusual year specifically, with many families experiencing sudden changes, whether it’s a loss of family member, a business, a retirement nest egg, or a home. Alternatively, some individuals have gained a family member, a home, a business, or a change in life trajectory.

Whether you’ve experienced negative or positive changes this past year, the importance of reviewing your estate plan to ensure that it’s still operating as you intended with appropriate funding and plans in place cannot be overstated.

Listen to our podcast to learn about which areas of your estate plan are especially important to review annually, and how you can take steps to ensure that your assets and family are taken care of and in good hands.

To learn more about how Landerholm Family Law and Pacific Cascade can help you with your estate plan, call our office at (503) 227-0200 or visit our website at www.landerholmlaw.com or www.pacificcascadefamilylaw.com

Disclaimer: Nothing in this communication is intended to provide legal advice, therefore you should not interpret the contents as such.

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