Does Everyone Need an Estate Plan?
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Does Everyone Need an Estate Plan?
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About this listen
Is your estate plan a "set it and forget it" document? Many people think so, but an outdated plan can cause serious problems for your loved ones. In this episode, we're joined by estate planning attorney Marie Elena Puma from the Russo Law Group. She explains why your will or trust needs to evolve with your life and discusses the key events—like marriage, a new child, or major financial changes—that should trigger an immediate review. Learn the risks of an outdated plan and get expert advice on how to protect your assets and your family's future.
This show is sponsored by The Russo Law Group and PlayTri.
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