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New Year, New Estate Plan – EP. 52 – Life’s Third Act

December 28, 2022 by jceditor

2023 is almost upon us, do you have your resolutions set yet? Tune in this week as TuckerAllen estate planning attorney, Nina Windsor, joins Attorney-CPA Joe Cordell and co-host Jill Enders to discuss the need for an estate plan in the new year.

Ms. Windsor touches upon the topics of what getting an estate plan set up looks like, why estate plans are often procrastinated, and what kinds of planning you can have listed in your plan. She also explains multiple terms including, “funding the estate” and “pour-over will” along with discussing when you need to update your estate plan once it’s set in place.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

https://media.blubrry.com/lifes_third_act/content.blubrry.com/lifes_third_act/LTA20221228_NINA.mp3

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