Estate Planning Flags #7: Outdated Estate Plans

Thompson & Associates

English - September 25, 2018 00:00 - 20 minutes - 15.9 MB - ★★★★★ - 4 ratings
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Previous Episode: Estate Planning Flags #6: Medical Power of Attorney

Next Episode: Estate Planning Flags #8: Estate as the Beneficiary of an IRA

In this episode, Cayce and Jason discuss:
• Why it's important to have an updated estate plan
• What factors make an estate plan outdated
• When someone should update their estate plan
• Why it's important for development officers to help donors update their estate plan