How to Make Certain Your Estate Plan Works as Everything Else Changes Seminar 2017

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Richard Land
Published at : 09 Jan 2021
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This video covers the reasons why an estate planning review might be necessary including: coordinating the disposition of nonprobate assets, such as life insurance and IRAs, with your Will; how your Will might be adjusted to accommodate the changes in the lives of your beneficiaries; the factors that make an ideal Executor, Trustee and Guardian and how, over time, your original choices for such positions may become inappropriate; and how changes of a more technical kind such as cash needs, taxes, the need for long term care planning, and changes in the Probate Court system, may create a need to change your Will (or Will substitute such as a revocable trust). The video also covers additional issues to consider as you age such as the need to reconsider powers of attorney and revocable trusts to authorize others to act for you if you become less able.
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