The Importance of Revisiting Your Estate Documents Annually
As we enter a new year, one thing that is often overlooked is the importance of revisiting your estate documents. Perhaps you’ve had a life event or a significant change to your net worth. Whatever the case may be, it’s better to be save than sorry. As our guest Keith McManus will tell you, a new year is always a great time to make sure your estate documents are up to date. Here’s a short clip from our conversation to help explain why.
#keithmcmanus #estateplanning #financialplanning
https://SHPFinancial.com/podcast
Link to the interview in the comments. Also available on Apple, Spotify, and every other major podcasting app!
==========================
Connect With Us on Social
==========================
Facebook: / shpfinancial
LinkedIn: / shp-financial
No statements made during the Retirement Road Map® podcast shall constitute tax, legal, or accounting advice. You
should consult your own legal or tax professional on any such matters. Information presented is for educational
purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities,
investments, or investment strategies. Investments involve risk, and unless otherwise stated are not guaranteed. Our
Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment
advisor. Insurance sales are offered through SHP Financial, LLC. Our advisors and insurance reps may offer clients
advice and/or products from each entity. No client is under any obligation to purchase any insurance product.