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Outdated Plans
Thompson & Associates
English - September 25, 2018 00:00 - 20 minutes - 15.9 MB - ★★★★★ - 4 ratingsNon-Profit Business nonprofit non-profit npo planned giving charitable Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Estate Planning Flags #6: Medical Power of Attorney
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• What factors make an estate plan outdated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