The 6 D's of Estate Planning: Key Life Events to Review Your Plan

Legally Speaking The Podcast with Tom Torr
09/12/2024 8 min Temporada 1 Episodio 8
The 6 D's of Estate Planning: Key Life Events to Review Your Plan

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Episode Synopsis

Join attorney Tom Torr, founding partner of Cocheco Elder Law Associates, as he delves into the essential triggers that call for revisiting your estate plan. From diamonds (marriage) to diapers (children), divorce, downsizing, diversification, and death, Tom explains how these milestones impact your financial and legal arrangements. Discover why estate planning is an ongoing process, the importance of asset alignment, and how to ensure your wishes are always honored. 

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