Triggering Events - Part 2

This week’s question on the Retirement Quick Tips Podcast is: Have You Outgrown Your Estate Plan? I’m talking about scenarios that should necessitate an update to your estate plan.

Yesterday I talked about the 2 most common and most important triggering events that require a review and likely update of your estate plan documents and your beneficiaries - death and divorce.

Today, I’m talking about a few more triggering events