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When Should You Update Your Estate Plan in New York? (And What Triggers a Change)
Episode Summary:
In this episode of Estate Planning with Bernard Law, attorney Daniel R. Bernard discusses the critical moments when you should consider updating your estate plan. Joined by host LeAnn Lyon, Daniel emphasizes the importance of revisiting your estate plan every five years or after significant life events such as marriage, divorce, or the birth of a child. He explains how changes in family dynamics and asset ownership can impact the effectiveness of an estate plan. Daniel also warns about the potential pitfalls of outdated plans, including unintended beneficiaries and probate…
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