Why Most Estate Plans Break When Life Changes (And How to Fix It) скачать в хорошем качестве

Why Most Estate Plans Break When Life Changes (And How to Fix It)

Most estate plans don’t fail because they were written wrong. They fail because life changes, and the plan doesn’t. In this video, Tommy explains why wills and trusts often become outdated over time, what life events commonly trigger the need for an update, and the mistakes that can lead to confusion, delays, or even family conflict. He also shares a real example of how a beneficiary designation can override what a will says, why incapacity planning matters just as much as planning for death, and why estate planning should be treated as an ongoing process, not a one-time task. Tommy also touches on why many people assume this process requires hiring an attorney and paying thousands of dollars, and how he’s able to help people get clarity and take action at a fraction of the traditional cost. Book a free estate clarity session with Tommy → https://form.typeform.com/to/PZWFgVMq Timestamps: 0:00 Intro 1:14 Why It Matters 2:06 Family Changes 3:09 Assets Change 4:35 Incapacity, Not Death 5:28 Laws and Tax Rules 7:43 Big Picture 8:39 Checklist 9:04 Final Thoughts & Close Advisory services are offered through InvestWise Wealth Management, LLC, an investment adviser affiliated with Caitlin John, LLC, an SEC-registered investment adviser. This content is intended for educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. Always consult with a qualified investment, tax, or legal professional regarding your individual circumstances. The strategies, case studies, and examples discussed are hypothetical and provided solely for illustrative and educational purposes. They do not reflect actual client outcomes and are not guarantees of future results. All investing involves risk, including the potential loss of principal. Comments shared by viewers reflect their own opinions and do not necessarily represent the views of InvestWise Wealth Management, LLC or Caitlin John, LLC. They have not been verified for accuracy and should not be interpreted as testimonials or endorsements.