Is your estate plan up to date with your current life changes? Join me, Todd Whatley, as we navigate the complexities of modern estate planning, ensuring your assets are securely aligned with your future goals. This episode is your opportunity to master the art of estate planning by understanding the necessity of revisiting and updating your documents amidst changes in your relationships, health, and financial circumstances. You'll gain insights into the potential pitfalls of an outdated plan and learn why having a professional review is crucial for avoiding unintended consequences. Our office's malpractice policy and trust amendment practices underscore this importance, highlighting the need for a thorough update while preserving the integrity of your existing trust.

We'll unlock strategic tips to safeguard your legacy for future generations. Discover why leaving money outright to children can be fraught with risks and the benefits of setting up trusts with specific terms. With upcoming changes to the estate tax exemption in 2026, I'll emphasize the importance of proactive updates to mitigate tax liabilities. Beyond financials, we'll discuss reviewing healthcare decisions, keeping appointed agents in line with your current wishes, and the essential steps of conducting an inventory check and updating beneficiaries. Engaging family members and setting deadlines are key strategies for clarity in planning, leading to peace of mind and the celebration of a well-rounded estate plan. Don't miss the announcement of our upcoming series addressing 100 common estate planning questions, designed to equip you with all you need for future planning decisions.

Information to help you answer all of your questions about aging.