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Innhold levert av Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A.. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A. eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Ensuring Your Estate Plan Stays Current: Expert Advice on Updating Legal Documents

19:21
 
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Manage episode 432939564 series 2286021
Innhold levert av Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A.. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A. eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Are your estate planning documents up to date? Join Jane Deere-Wester from McIntyre Elder Law and her colleague Jordan Bentley as they uncover the essentials of maintaining and updating your estate plan. Through their engaging discussion, they highlight the importance of revisiting your documents regularly to reflect significant life changes such as marriages, divorces, births, property transactions, and changes in health. Get ready to learn how an annual review can ensure your estate plan remains relevant, and understand the flexibility you have to amend your estate plan at any time. This episode promises practical advice on how to keep your estate planning documents current and effective.
Discover the nuances of updating your will or trust, including when to opt for a codicil versus drafting a new will entirely. Jane and Jordan provide clear steps on executing these changes properly to avoid legal pitfalls down the road. They also delve into the practical aspects of revising trustees or beneficiaries and managing real property across state lines. With the help of an attorney, you can ensure your documents align with your current wishes, giving you peace of mind. Don’t miss out on valuable tips for handling your estate planning needs—visit McIntyre Elder Law's offices in Hendersonville, Shelby, and Charlotte, or explore their resources at www.mcelderlaw.com.
  continue reading

Kapitler

1. Updating Estate Planning Documents Advice (00:00:00)

2. Updating and Amending Legal Documents (00:04:56)

3. Peace of Mind Document Update Consultation (00:17:15)

592 episoder

Artwork
iconDel
 
Manage episode 432939564 series 2286021
Innhold levert av Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A.. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A. eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Are your estate planning documents up to date? Join Jane Deere-Wester from McIntyre Elder Law and her colleague Jordan Bentley as they uncover the essentials of maintaining and updating your estate plan. Through their engaging discussion, they highlight the importance of revisiting your documents regularly to reflect significant life changes such as marriages, divorces, births, property transactions, and changes in health. Get ready to learn how an annual review can ensure your estate plan remains relevant, and understand the flexibility you have to amend your estate plan at any time. This episode promises practical advice on how to keep your estate planning documents current and effective.
Discover the nuances of updating your will or trust, including when to opt for a codicil versus drafting a new will entirely. Jane and Jordan provide clear steps on executing these changes properly to avoid legal pitfalls down the road. They also delve into the practical aspects of revising trustees or beneficiaries and managing real property across state lines. With the help of an attorney, you can ensure your documents align with your current wishes, giving you peace of mind. Don’t miss out on valuable tips for handling your estate planning needs—visit McIntyre Elder Law's offices in Hendersonville, Shelby, and Charlotte, or explore their resources at www.mcelderlaw.com.
  continue reading

Kapitler

1. Updating Estate Planning Documents Advice (00:00:00)

2. Updating and Amending Legal Documents (00:04:56)

3. Peace of Mind Document Update Consultation (00:17:15)

592 episoder

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