Season 2 - Episode 45: Expert Interview Series-Estate Planner Michael Giardina

06/11/2018 27 min Temporada 2 Episodio 45
Season 2 - Episode 45: Expert Interview Series-Estate Planner Michael Giardina

Listen "Season 2 - Episode 45: Expert Interview Series-Estate Planner Michael Giardina"

Episode Synopsis

Guest: Michael Giardina, Estate Planner for Henry Federer LLPWhen you should review your Estate plan:Every 3 yearsIf you marry or divorceIf you or your spouse's health declinesIf your spouse passes awayIf your value of assets change dramaticallyIf you buy real estate in another stateMarriage or divorce of beneficiaryIf the finances of a beneficiaries changeIf a beneficiary's attitude toward you changesIf a minor becomes an adultIf a family member passes awayIf you move to another state