Ep 76: Preparing For Your Estate Plan Review Meeting
Mar 02, 2023•25 min•Ep. 76
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Episode description
Many families (and their attorneys) treat estate planning as a one-time transaction. They “set it and forget it.” However, you are ahead of the game! You have decided to have a review meeting with your estate planning attorney to make sure your plan still works the way you intended it to work. Just like having a check up at the doctor, there are certain things you should do to prepare for the meeting.
Contact:
513-463-6789
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