Preparing for Your Estate Plan Review Meeting - podcast episode cover

Preparing for Your Estate Plan Review Meeting

Feb 06, 202510 min
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Episode description

Estate planning isn’t a one-and-done deal. Life changes, and so should your plan. In this episode, we’re diving into how to prepare for your estate plan review meeting. We’ll cover what to bring, what to update, and how to ensure your plan still works for your family and future.

Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/

Preparing for Your Estate Plan Review Meeting | New York's Asset Protection Roundtable podcast - Listen or read transcript on Metacast