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Listen "When To Update An Estate Plan"
Episode Synopsis
A fully optimized Estate Plan changes in tandem with life circumstances changing.
In this episode of The Practical Planner hosts Anne Rhodes & Thomas Kopelman dive into:
The life events that should prompt Estate Plan updates.
Why those specific events impact Estate Plan functionality.
Contextual examples regarding these life events that will help advisors better understand the necessity of ongoing Estate Plan updates.
How establishing a regular cadence for Estate Plan reviews can fit into the flow of a client’s overall planning.
Find other episodes of The Practical Planner at wealth.com/podcast
In this episode of The Practical Planner hosts Anne Rhodes & Thomas Kopelman dive into:
The life events that should prompt Estate Plan updates.
Why those specific events impact Estate Plan functionality.
Contextual examples regarding these life events that will help advisors better understand the necessity of ongoing Estate Plan updates.
How establishing a regular cadence for Estate Plan reviews can fit into the flow of a client’s overall planning.
Find other episodes of The Practical Planner at wealth.com/podcast
More episodes of the podcast The Practical Planner
Capital Gains vs Estate Tax Planning
07/01/2026
Trust Distributions
18/12/2025
Top Estate Planning Mistakes
18/11/2025
Dive Into the One Big Beautiful Bill
04/11/2025
Top Client Questions
22/09/2025
The Role of an Executor
16/09/2025
In God we trust